Capital Analysts, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Analysts, LLC on ORCL, newest first. How the timeline and the estimate are built.
Capital Analysts, LLC held 6,959 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 6,959 sharesChange vs previous 13F -750 shares
0.02% of the 13F portfolio, value $1,020,000.
13F-HR 0001624758-26-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,709 sharesChange vs previous 13F -151 shares
0.03% of the 13F portfolio, value $1,134,000.
13F-HR 0001624758-26-000005 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 7,860 sharesChange vs previous 13F -221 shares
0.04% of the 13F portfolio, value $1,532,000.
13F-HR/A 0001624758-26-000008 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,081 sharesChange vs previous 13F -950 shares
0.07% of the 13F portfolio, value $2,272,000.
13F-HR 0001624758-25-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,031 sharesChange vs previous 13F -413 shares
0.07% of the 13F portfolio, value $1,974,000.
13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,444 sharesChange vs previous 13F -712 shares
0.05% of the 13F portfolio, value $1,320,000.
13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,156 sharesChange vs previous 13F +14 shares
0.07% of the 13F portfolio, value $1,692,000.
13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,142 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,728,000.
13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).