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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

ORCL holding history

Oracle Corp in every 13F filed by West Financial Advisors, 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)
2,289
Value
$335.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ORCL by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,289$335.5K0.1%00.0%UnchangedHolders
Q1 20262,289$336.7K0.1%00.0%UnchangedHolders
Q4 20252,289$446.1K0.1%00.0%UnchangedHolders
Q3 20252,289$643.8K0.1%00.0%UnchangedHolders
Q2 20252,289$500.4K0.1%00.0%UnchangedHolders
Q1 20252,289$320.0K0.1%00.0%UnchangedHolders
Q4 20242,289$381.4K0.1%+912+66.2%AddedHolders
Q3 20241,377$234.6K<0.1%−68−4.7%ReducedHolders
Q2 20241,445$204.0K<0.1%−56−3.7%ReducedHolders
Q1 20241,501$188.5K<0.1%−100−6.2%ReducedHolders
Q4 20231,601$168.8K<0.1%00.0%UnchangedHolders
Q3 20231,601$169.6K<0.1%00.0%UnchangedHolders
Q2 20231,601$190.7K<0.1%−200−11.1%ReducedHolders
Q1 20231,801$167.3K<0.1%00.0%UnchangedHolders
Q4 20221,801$147.2K<0.1%−500−21.7%ReducedHolders
Q3 20222,301$141.0K<0.1%+141+6.5%AddedHolders
Q2 20222,160$151.0K<0.1%−200−8.5%ReducedHolders
Q1 20222,360$195.0K0.1%−75−3.1%ReducedHolders
Q4 20212,435$212.0K0.1%00.0%UnchangedHolders
Q3 20212,435$212.0K0.1%00.0%UnchangedHolders
Q2 20212,435$190.0K0.1%−3,900−61.6%ReducedHolders
Q1 20216,335$445.0K0.1%––Holders

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