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FIRST FOUNDATION ADVISORS: ORCL position timeline

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

FIRST FOUNDATION ADVISORS held 13,758 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,758 shares
    Change vs previous 13F +244 shares

    0.07% of the 13F portfolio, value $2,016,184.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 13,514 shares
    Change vs previous 13F -1,009 shares

    0.08% of the 13F portfolio, value $1,988,001.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 14,523 shares
    Change vs previous 13F -47,463 shares

    0.11% of the 13F portfolio, value $2,830,619.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 61,986 shares
    Change vs previous 13F +50,348 shares

    0.64% of the 13F portfolio, value $17,432,804.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 11,638 shares
    Change vs previous 13F +729 shares

    0.09% of the 13F portfolio, value $2,544,450.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 10,909 shares
    Change vs previous 13F -1,272 shares

    0.06% of the 13F portfolio, value $1,525,152.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 12,181 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $2,029,880.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 12,206 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,079,860.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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