1900 WEALTH MANAGEMENT LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on ORCL, newest first. How the timeline and the estimate are built.
1900 WEALTH MANAGEMENT LLC held 5,006 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 5,006 sharesChange vs previous 13F +684 shares
0.04% of the 13F portfolio, value $733,608.
13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,322 sharesChange vs previous 13F -506 shares
0.04% of the 13F portfolio, value $635,876.
13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,828 sharesChange vs previous 13F +929 shares
0.06% of the 13F portfolio, value $941,038.
13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,899 sharesChange vs previous 13F +27 shares
0.07% of the 13F portfolio, value $1,096,503.
13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,872 sharesChange vs previous 13F -664 shares
0.06% of the 13F portfolio, value $846,433.
13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,536 sharesChange vs previous 13F +839 shares
0.05% of the 13F portfolio, value $634,182.
13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,697 sharesChange vs previous 13F +111 shares
0.05% of the 13F portfolio, value $616,021.
13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 3,586 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $611,125.
13F-HR/A 0001791996-24-000007 filed by 1900 WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).