Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$571,397
-$17,778 QoQ
Shares Held
3,899
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,252
of 3,472 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Compass Ion Advisors, LLC holds $5,887,513 across 3 Software - Infrastructure names. ORCL ranks #2 (9.7% of the industry book) .
All Filings in ORCL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,397 | 3,899 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $589,175 | 4,005 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $780,614 | 4,005 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,173,895 | 4,174 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $411,461 | 1,882 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $272,070 | 1,946 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $331,446 | 1,989 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $418,502 | 2,456 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $347,634 | 2,462 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $309,251 | 2,462 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $260,201 | 2,468 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $205,167 | 1,937 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||