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Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

ORCL holding history

Oracle Corp in every 13F filed by Stonebridge Financial Planning Group, 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)
3,862
Value
$566.0K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,862$566.0K0.2%−99−2.5%ReducedHolders
Q1 20263,961$582.7K0.2%+10.0%AddedHolders
Q4 20253,960$771.9K0.3%+10.0%AddedHolders
Q3 20253,959$1.11M0.4%+90+2.3%AddedHolders
Q2 20253,869$845.8K0.4%−1,107−22.2%ReducedHolders
Q1 20254,976$695.7K0.3%−104−2.0%ReducedHolders
Q4 20245,080$846.5K0.4%−243−4.6%ReducedHolders
Q3 20245,323$907.0K0.4%00.0%UnchangedHolders
Q2 20245,323$751.6K0.4%+323+6.5%AddedHolders
Q1 20245,000$628.0K0.3%00.0%UnchangedHolders
Q4 20235,000$527.1K0.3%00.0%UnchangedHolders
Q3 20235,000$529.6K0.3%00.0%UnchangedHolders
Q2 20235,000$595.5K0.4%00.0%UnchangedHolders
Q1 20235,000$464.6K0.3%+485+10.7%AddedHolders
Q4 20224,515$369.1K0.2%00.0%UnchangedHolders
Q3 20224,515$276.0K0.2%00.0%UnchangedHolders
Q2 20224,515$315.0K0.2%00.0%UnchangedHolders
Q1 20224,515$374.0K0.2%00.0%UnchangedHolders
Q4 20214,515$363.0K0.2%−200−4.2%ReducedHolders
Q3 20214,715$453.0K0.2%+1,805+62.0%AddedHolders
Q2 20212,910$253.0K0.1%+2,310+385.0%AddedHolders
Q1 2021600$46.0K<0.1%––Holders

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