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Disclosery

GUARDIAN CAPITAL LP: ORCL position timeline

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

GUARDIAN CAPITAL LP held 140,741 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 140,741 shares
    Change vs previous 13F -5,309 shares

    0.4% of the 13F portfolio, value $20,625,593.

    13F-HR 0001062993-26-004401 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 114,834 shares
    • Guardian Partners Inc.: 25,907 shares

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

  2. period ended2026-03-31
    13F 146,050 shares
    Change vs previous 13F +18,603 shares

    0.43% of the 13F portfolio, value $21,500,641.

    13F-HR 0001062993-26-002683 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 108,268 shares
    • Guardian Partners Inc.: 37,782 shares

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

  3. period ended2025-12-31
    13F 127,447 shares
    Share basis changed not comparable

    Membership change: Guardian Partners Inc. joined the group. 0.5% of the 13F portfolio, value $22,967,440.

    13F-HR 0001062993-26-001013 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 89,026 shares
    • Guardian Partners Inc.: 38,421 shares

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