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Disclosery

4J Wealth Management LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4J Wealth Management LLC on ORCL, newest first. How the timeline and the estimate are built.

4J Wealth Management LLC held 4,868 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,868 shares
    Change vs previous 13F -95 shares

    0.35% of the 13F portfolio, value $713,405.

    13F-HR 0001754960-26-000594 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,963 shares
    Change vs previous 13F +20 shares

    0.41% of the 13F portfolio, value $730,107.

    13F-HR 0001754960-26-000353 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,943 shares
    Change vs previous 13F +30 shares

    0.55% of the 13F portfolio, value $963,440.

    13F-HR 0001754960-26-000067 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,913 shares
    Change vs previous 13F -77 shares

    0.81% of the 13F portfolio, value $1,381,732.

    13F-HR 0001754960-25-000703 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,990 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,090,964.

    13F-HR 0001754960-25-000523 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,990 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $697,652.

    13F-HR 0001754960-25-000260 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,990 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $831,534.

    13F-HR 0001754960-25-000062 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,990 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $850,296.

    13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).