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Livermore
Livermore
ZHEN

Beacon Financial Advisory LLC

SEC CIK
0001800502
Latest filing
Aug 5, 2026

ORCL holding history

Oracle Corp in every 13F filed by Beacon Financial Advisory LLC, 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)
5,308
Value
$777.9K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of ORCL by Beacon Financial Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,308$777.9K0.2%+138+2.7%AddedHolders
Q1 20265,170$760.6K0.2%+91+1.8%AddedHolders
Q4 20255,079$990.0K0.2%−475−8.6%ReducedHolders
Q3 20255,554$1.56M0.4%−420−7.0%ReducedHolders
Q2 20255,974$1.31M0.3%+1,191+24.9%AddedHolders
Q1 20254,783$668.7K0.2%+395+9.0%AddedHolders
Q4 20244,388$731.3K0.2%+96+2.2%AddedHolders
Q3 20244,292$731.3K0.2%−135−3.0%ReducedHolders
Q2 20244,427$625.1K0.2%+164+3.8%AddedHolders
Q1 20244,263$535.5K0.3%+77+1.8%AddedHolders
Q4 20234,186$441.3K0.2%+1,135+37.2%AddedHolders
Q3 20233,051$323.2K0.2%+28+0.9%AddedHolders
Q2 20233,023$360.0K0.2%+83+2.8%AddedHolders
Q1 20232,940$273.2K0.2%+10.0%AddedHolders
Q4 20222,939$240.3K0.2%+2,939NewHolders
Q3 20220$00.0%−3,652−100.0%Sold outHolders
Q2 20223,652$255.0K0.1%−3−0.1%ReducedHolders
Q1 20223,655$302.0K0.1%+43+1.2%AddedHolders
Q4 20213,612$315.0K0.1%+103+2.9%AddedHolders
Q3 20213,509$306.0K0.2%−8,998−71.9%ReducedHolders
Q2 202112,507$974.0K0.5%−421−3.3%ReducedHolders
Q1 202112,928$907.0K0.5%––Holders

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