Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

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ORCL holding history

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

ORCL overview All 13F holders of ORCL Full Q2 2026 holdings

Shares (Q2 2026): 8,027
Value: $1.18M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of ORCL by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,027	$1.18M	<0.1%	+718+9.8%	Added	Holders
Q1 2026	7,309	$1.08M	<0.1%	−2,877−28.2%	Reduced	Holders
Q4 2025	10,186	$1.99M	0.1%	00.0%	Unchanged	Holders
Q3 2025	10,186	$2.86M	0.1%	00.0%	Unchanged	Holders
Q2 2025	10,186	$2.23M	0.1%	−3,071−23.2%	Reduced	Holders
Q1 2025	13,257	$1.85M	0.1%	00.0%	Unchanged	Holders
Q4 2024	13,257	$2.21M	0.1%	−975−6.9%	Reduced	Holders
Q3 2024	14,232	$2.43M	0.1%	+4,081+40.2%	Added	Holders
Q2 2024	10,151	$1.43M	0.1%	00.0%	Unchanged	Holders
Q1 2024	10,151	$1.28M	0.1%	−6,735−39.9%	Reduced	Holders
Q4 2023	16,886	$1.78M	0.1%	00.0%	Unchanged	Holders
Q3 2023	16,886	$1.79M	0.1%	00.0%	Unchanged	Holders
Q2 2023	16,886	$2.01M	0.1%	−700−4.0%	Reduced	Holders
Q1 2023	17,586	$1.63M	0.1%	00.0%	Unchanged	Holders
Q4 2022	17,586	$1.44M	0.1%	−84−0.5%	Reduced	Holders
Q3 2022	17,670	$1.08M	0.1%	−113−0.6%	Reduced	Holders
Q2 2022	17,783	$1.24M	0.1%	+3,550+24.9%	Added	Holders
Q1 2022	14,233	$1.18M	0.1%	−26,131−64.7%	Reduced	Holders
Q4 2021	40,364	$3.52M	0.2%	+700+1.8%	Added	Holders
Q3 2021	39,664	$3.46M	0.2%	+733+1.9%	Added	Holders
Q2 2021	38,931	$3.03M	0.2%	−9,493−19.6%	Reduced	Holders
Q1 2021	48,424	$3.40M	0.2%	–	–	Holders

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