Position in ORCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$109,912
-$420 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#3,271
of 3,481 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $903,427 across 5 Software - Infrastructure names. ORCL ranks #2 (12.2% of the industry book) .
All Filings in ORCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,912 | 750 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $110,332 | 750 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $146,182 | 750 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $210,930 | 750 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $163,972 | 750 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||