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Kestra Advisory Services, LLC: ORCL position timeline

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

Kestra Advisory Services, LLC held 494,932 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 494,932 shares
    Change vs previous 13F +64,628 shares

    0.16% of the 13F portfolio, value $72,532,173.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 109,258 shares
    • Kestra Advisory Services, LLC: 376,303 shares
    • Kestra Investment Management, LLC: 9,371 shares

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

  2. period ended2026-03-31
    13F 430,304 shares
    Change vs previous 13F +53,048 shares

    0.16% of the 13F portfolio, value $63,302,089.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 100,579 shares
    • Kestra Advisory Services, LLC: 318,365 shares
    • Kestra Investment Management, LLC: 11,360 shares

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

  3. period ended2025-12-31
    13F 377,256 shares
    Change vs previous 13F +43,690 shares

    0.2% of the 13F portfolio, value $73,530,826.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 92,814 shares
    • Kestra Advisory Services, LLC: 270,352 shares
    • Kestra Investment Management, LLC: 14,090 shares

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

  4. period ended2025-09-30
    13F 333,566 shares
    Change vs previous 13F -151 shares

    0.28% of the 13F portfolio, value $93,812,084.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 88,055 shares
    • Kestra Advisory Services, LLC: 231,547 shares
    • Kestra Investment Management, LLC: 13,964 shares

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

  5. period ended2025-06-30
    13F/A 333,717 shares
    Change vs previous 13F +4,475 shares

    0.24% of the 13F portfolio, value $72,960,511.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 96,986 shares
    • Kestra Advisory Services, LLC: 214,840 shares
    • Kestra Investment Management, LLC: 21,891 shares

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

  6. period ended2025-03-31
    13F/A 329,242 shares
    Change vs previous 13F +4,542 shares

    0.15% of the 13F portfolio, value $46,031,325.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 92,381 shares
    • Kestra Advisory Services, LLC: 209,797 shares
    • Kestra Investment Management, LLC: 27,064 shares

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

  7. period ended2024-12-31
    13F 324,700 shares
    Change vs previous 13F -111,372 shares

    0.2% of the 13F portfolio, value $54,108,076.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,557 shares
    • Kestra Advisory Services, LLC: 222,919 shares
    • Kestra Investment Management, LLC: 20,224 shares

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

  8. period ended2024-09-30
    13F 436,072 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $74,306,606.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 85,997 shares
    • Kestra Advisory Services, LLC: 327,389 shares
    • Kestra Investment Management, LLC: 22,686 shares

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