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Disclosery

9258 Wealth Management, LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on ORCL, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 85,698 ORCL shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 85,698 shares
    Change vs previous 13F -2,540 shares

    2.16% of the 13F portfolio, value $14,602,889.

    13F-HR 0001765380-24-000439 filed by 9258 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 ended2024-06-30
    13F 88,238 shares
    Change vs previous 13F -646 shares

    1.92% of the 13F portfolio, value $12,459,257.

    13F-HR 0001765380-24-000258 filed by 9258 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 ended2024-03-31
    13F 88,884 shares
    Change vs previous 13F -1,401 shares

    1.74% of the 13F portfolio, value $11,164,687.

    13F-HR 0001765380-24-000182 filed by 9258 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 ended2023-12-31
    13F/A 90,285 shares
    Change vs previous 13F +560 shares

    1.67% of the 13F portfolio, value $9,518,762.

    13F-HR/A 0001765380-24-000083 filed by 9258 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 ended2023-09-30
    13F 89,725 shares
    Change vs previous 13F +1 shares

    1.85% of the 13F portfolio, value $9,503,705.

    13F-HR 0001765380-23-000219 filed by 9258 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 ended2023-06-30
    13F 89,724 shares
    Change vs previous 13F +7 shares

    2.01% of the 13F portfolio, value $10,685,198.

    13F-HR 0001765380-23-000157 filed by 9258 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 ended2023-03-31
    13F 89,717 shares
    Change vs previous 13F +365 shares

    1.68% of the 13F portfolio, value $8,336,485.

    13F-HR 0001765380-23-000081 filed by 9258 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 ended2022-12-31
    13F 89,352 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $7,303,646.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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