Position in ORCL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$673,543
+$2,869 QoQ
Shares Held
4,596
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#2,136
of 3,472 holders
Holding Since
Dec 2021
18 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, 2026Burton Enright Welch holds $4,431,731 across 3 Software - Infrastructure names. ORCL ranks #2 (15.2% of the industry book) .
All Filings in ORCL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,543 | 4,596 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $670,674 | 4,559 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $907,306 | 4,655 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,304,672 | 4,639 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 | $1,007,009 | 4,606 | Shares | Sole | 2026-03-09 | |
| 2025-03-31 | $649,137 | 4,643 | Shares | Sole | 2026-03-09 | |
| 2024-12-31 | $732,882 | 4,398 | Shares | Sole | 2026-03-09 | |
| 2024-09-30 | $749,589 | 4,399 | Shares | Sole | 2026-03-09 | |
| 2024-06-30 | $633,282 | 4,485 | Shares | Sole | 2026-03-09 | |
| 2024-03-31 | $563,360 | 4,485 | Shares | Sole | 2026-03-09 | |
| 2023-12-31 | $472,853 | 4,485 | Shares | Sole | 2026-03-09 | |
| 2023-09-30 | $449,312 | 4,242 | Shares | Sole | 2026-03-09 | |
| 2023-06-30 | $505,060 | 4,241 | Shares | Sole | 2026-03-09 | |
| 2023-03-31 | $394,073 | 4,241 | Shares | Sole | 2026-03-09 | |
| 2022-12-31 | $296,144 | 3,623 | Shares | Sole | 2026-03-09 | |
| 2022-06-30 | $205,767 | 2,945 | Shares | Sole | 2026-03-09 | |
| 2022-03-31 | $243,557 | 2,944 | Shares | Sole | 2026-03-09 | |
| 2021-12-31 | $257,879 | 2,957 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||