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Diversify Advisory Services, LLC: ORCL position timeline

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

Diversify Advisory Services, LLC held 333,284 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,284 shares
    Change vs previous 13F +83,211 shares

    0.34% of the 13F portfolio, value $39,960,690.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 166,642 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 166,642 shares

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

  2. period ended2026-03-31
    13F 250,073 shares
    Change vs previous 13F +169,092 shares

    0.65% of the 13F portfolio, value $40,969,451.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 86,106 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 163,967 shares

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

  3. period ended2025-12-31
    13F 80,981 shares
    Change vs previous 13F +12,811 shares

    0.3% of the 13F portfolio, value $15,987,013.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 35,228 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,753 shares

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

  4. period ended2025-09-30
    13F 68,170 shares
    Change vs previous 13F -8,170 shares

    0.37% of the 13F portfolio, value $17,577,732.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,897 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 46,273 shares

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

  5. period ended2025-06-30
    13F 76,340 shares
    Change vs previous 13F +13,582 shares

    0.46% of the 13F portfolio, value $19,379,690.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 28,604 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 47,736 shares

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

  6. period ended2025-03-31
    13F 62,758 shares
    Change vs previous 13F +2,388 shares

    0.3% of the 13F portfolio, value $8,835,645.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,057 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 48,701 shares

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

  7. period ended2024-12-31
    13F 60,370 shares
    Change vs previous 13F +2,367 shares

    0.3% of the 13F portfolio, value $9,327,274.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,139 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 47,231 shares

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

  8. period ended2024-09-30
    13F 58,003 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,087,229.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,272 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 36,731 shares

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