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CARY STREET PARTNERS ASSET MANAGEMENT LLC: ORCL position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 54,392 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,392 shares
    Change vs previous 13F -1,995 shares

    0.16% of the 13F portfolio, value $7,971,149.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 48,604 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,788 shares

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

  2. period ended2026-03-31
    13F 56,387 shares
    Change vs previous 13F +15,573 shares

    0.19% of the 13F portfolio, value $8,294,994.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 51,882 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,505 shares

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

  3. period ended2025-12-31
    13F 40,814 shares
    Change vs previous 13F +10,711 shares

    0.18% of the 13F portfolio, value $7,954,889.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,611 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,203 shares

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

  4. period ended2025-09-30
    13F 30,103 shares
    Change vs previous 13F -10,042 shares

    0.21% of the 13F portfolio, value $8,465,970.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 24,632 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,471 shares

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

  5. period ended2025-06-30
    13F 40,145 shares
    Change vs previous 13F +1,369 shares

    0.23% of the 13F portfolio, value $8,776,905.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 36,412 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,733 shares

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

  6. period ended2025-03-31
    13F 38,776 shares
    Change vs previous 13F +22,006 shares

    0.16% of the 13F portfolio, value $5,421,279.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,435 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,341 shares

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

  7. period ended2024-12-31
    13F 16,770 shares
    Change vs previous 13F +353 shares

    0.09% of the 13F portfolio, value $2,794,666.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,301 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,469 shares

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

  8. period ended2024-09-30
    13F 16,417 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,797,418.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 16,417 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 2,929 shares (included in another member's report, not added)

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