Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$289,143
-$957 QoQ
Shares Held
1,973
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,868
of 3,472 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Lakeshore Financial Planning, Inc. holds $8,648,474 across 3 Software - Infrastructure names. ORCL ranks #3 (3.3% 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 | $289,143 | 1,973 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $290,100 | 1,972 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $559,976 | 2,873 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $566,136 | 2,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $440,102 | 2,013 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $281,297 | 2,012 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $335,279 | 2,012 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $323,248 | 1,897 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $267,856 | 1,897 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $238,156 | 1,896 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $200,000 | 1,897 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,930 | 1,897 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||