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Disclosery

Ascent Group, LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascent Group, LLC on ORCL, newest first. How the timeline and the estimate are built.

Ascent Group, LLC held 31,578 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,578 shares
    Change vs previous 13F +137 shares

    0.14% of the 13F portfolio, value $4,627,732.

    13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,441 shares
    Change vs previous 13F -5,731 shares

    0.16% of the 13F portfolio, value $4,625,274.

    13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,172 shares
    Change vs previous 13F +994 shares

    0.25% of the 13F portfolio, value $7,245,103.

    13F-HR 0001913231-26-000001 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,178 shares
    Change vs previous 13F +734 shares

    0.36% of the 13F portfolio, value $10,174,719.

    13F-HR 0001913231-25-000006 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,444 shares
    Change vs previous 13F +2,837 shares

    0.3% of the 13F portfolio, value $7,749,348.

    13F-HR 0001913231-25-000003 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,607 shares
    Change vs previous 13F +17,082 shares

    0.2% of the 13F portfolio, value $4,558,886.

    13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,525 shares
    Change vs previous 13F +1,210 shares

    0.19% of the 13F portfolio, value $2,587,123.

    13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,315 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,439,254.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).