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Asset Planning,Inc

SEC CIK
0002048547
Latest filing
Jul 27, 2026

ORCL holding history

Oracle Corp in every 13F filed by Asset Planning,Inc, 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)
116
Value
$17.0K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of ORCL by Asset Planning,Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026116$17.0K<0.1%−691−85.6%ReducedHolders
Q1 2026807$118.7K0.1%+1+0.1%AddedHolders
Q4 2025806$157.2K0.1%00.0%UnchangedHolders
Q3 2025806$226.7K0.2%+50+6.6%AddedHolders
Q2 2025756$165.2K0.1%+1+0.1%AddedHolders
Q1 2025755$105.6K0.1%+50+7.1%AddedHolders
Q4 2024705$117.5K0.1%–No prior filingHolders