XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

ORCL holding history

Oracle Corp in every 13F filed by XML Financial, LLC, 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): 14,605
Value: $2.14M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of ORCL by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,605	$2.14M	0.2%	−200−1.4%	Reduced	Holders
Q1 2026	14,805	$2.18M	0.2%	+268+1.8%	Added	Holders
Q4 2025	14,537	$2.83M	0.2%	+700+5.1%	Added	Holders
Q3 2025	13,837	$3.89M	0.3%	−1,675−10.8%	Reduced	Holders
Q2 2025	15,512	$3.39M	0.3%	+404+2.7%	Added	Holders
Q1 2025	15,108	$2.11M	0.2%	−286−1.9%	Reduced	Holders
Q4 2024	15,394	$2.57M	0.2%	−1,844−10.7%	Reduced	Holders
Q3 2024	17,238	$2.94M	0.3%	−1,295−7.0%	Reduced	Holders
Q2 2024	18,533	$2.62M	0.3%	+318+1.7%	Added	Holders
Q1 2024	18,215	$2.29M	0.2%	+46+0.3%	Added	Holders
Q4 2023	18,169	$1.92M	0.2%	+49+0.3%	Added	Holders
Q3 2023	18,120	$1.92M	0.2%	+59+0.3%	Added	Holders
Q2 2023	18,061	$2.15M	0.2%	−16,769−48.1%	Reduced	Holders
Q1 2023	34,830	$3.24M	0.4%	−361−1.0%	Reduced	Holders
Q4 2022	35,191	$2.88M	0.4%	−454−1.3%	Reduced	Holders
Q3 2022	35,645	$2.18M	0.3%	+20,028+128.2%	Added	Holders
Q2 2022	15,617	$1.09M	0.2%	−17,691−53.1%	Reduced	Holders
Q1 2022	33,308	$2.76M	0.3%	+70+0.2%	Added	Holders
Q4 2021	33,238	$2.90M	0.3%	−34−0.1%	Reduced	Holders
Q3 2021	33,272	$2.90M	0.4%	+19,788+146.8%	Added	Holders
Q2 2021	13,484	$1.05M	0.2%	+16+0.1%	Added	Holders
Q1 2021	13,468	$945.0K	0.2%	–	–	Holders

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