Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$341,608
+$94,905 QoQ
Shares Held
2,331
+39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#1,528
of 1,997 holders
Holding Since
Jun 2025
5 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, 2026Investment Planning Advisors, Inc. holds $2,113,061 across 5 Software - Infrastructure names. ORCL ranks #3 (16.2% of the industry book) .
All Filings in ORCL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,608 | 2,331 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $246,703 | 1,677 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $212,256 | 1,089 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $307,957 | 1,095 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $215,787 | 987 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||