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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

ORCL holding history

Oracle Corp in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
20,362
Value
$2.98M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ORCL by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,362$2.98M0.2%+215+1.1%AddedHolders
Q1 202620,147$2.96M0.2%+445+2.3%AddedHolders
Q4 202519,702$3.84M0.3%+1,735+9.7%AddedHolders
Q3 202517,967$5.05M0.3%−407−2.2%ReducedHolders
Q2 202518,374$4.02M0.3%+88+0.5%AddedHolders
Q1 202518,286$2.56M0.2%+706+4.0%AddedHolders
Q4 202417,580$2.93M0.3%+1,493+9.3%AddedHolders
Q3 202416,087$2.74M0.2%+2,440+17.9%AddedHolders
Q2 202413,647$1.93M0.2%+430+3.3%AddedHolders
Q1 202413,217$1.66M0.2%+113+0.9%AddedHolders
Q4 202313,104$1.38M0.2%−43−0.3%ReducedHolders
Q3 202313,147$1.39M0.2%+118+0.9%AddedHolders
Q2 202313,029$1.55M0.2%+595+4.8%AddedHolders
Q1 202312,434$1.16M0.2%+3,858+45.0%AddedHolders
Q4 20228,576$701.0K0.1%−341−3.8%ReducedHolders
Q3 20228,917$545.0K0.1%+173+2.0%AddedHolders
Q2 20228,744$611.0K0.1%+478+5.8%AddedHolders
Q1 20228,266$684.0K0.1%+74+0.9%AddedHolders
Q4 20218,192$714.0K0.1%+256+3.2%AddedHolders
Q3 20217,936$691.0K0.2%+240+3.1%AddedHolders
Q2 20217,696$599.0K0.1%+345+4.7%AddedHolders
Q1 20217,351$516.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.