Position in ORCL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$921,506
+$104,310 QoQ
Shares Held
6,288
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,881
of 3,472 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LJI Wealth Management, LLC holds $11,579,047 across 5 Software - Infrastructure names. ORCL ranks #4 (8.0% of the industry book) .
All Filings in ORCL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,506 | 6,288 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $817,196 | 5,555 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,042,768 | 5,350 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,008,807 | 3,587 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,150,649 | 5,263 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $729,248 | 5,216 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $841,365 | 5,049 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $849,103 | 4,983 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $685,949 | 4,858 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $202,232 | 1,610 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $514,814 | 4,883 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $516,783 | 4,879 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $537,335 | 194,165 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $392,308 | 4,222 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $345,106 | 4,222 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||