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Abacus Wealth Partners, LLC: ORCL position timeline

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

Abacus Wealth Partners, LLC held 20,613 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 20,613 shares
    Change vs previous 13F -2,599 shares

    0.32% of the 13F portfolio, value $3,020,860.

    13F-HR 0001765380-26-000223 filed by Abacus Wealth Partners, 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 23,212 shares
    Change vs previous 13F -270 shares

    0.31% of the 13F portfolio, value $3,414,743.

    13F-HR 0001765380-26-000123 filed by Abacus Wealth Partners, 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 23,482 shares
    Change vs previous 13F +4,489 shares

    0.45% of the 13F portfolio, value $4,576,910.

    13F-HR 0001765380-26-000063 filed by Abacus Wealth Partners, 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 18,993 shares
    Change vs previous 13F +242 shares

    0.77% of the 13F portfolio, value $5,341,640.

    13F-HR 0001765380-25-000473 filed by Abacus Wealth Partners, 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 18,751 shares
    Change vs previous 13F -541 shares

    0.63% of the 13F portfolio, value $4,099,569.

    13F-HR 0001765380-25-000249 filed by Abacus Wealth Partners, 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 19,292 shares
    Change vs previous 13F -107 shares

    0.41% of the 13F portfolio, value $2,697,239.

    13F-HR 0001765380-25-000198 filed by Abacus Wealth Partners, 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 19,399 shares
    Change vs previous 13F -787 shares

    0.48% of the 13F portfolio, value $3,232,678.

    13F-HR 0001765380-25-000002 filed by Abacus Wealth Partners, 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 20,186 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,439,643.

    13F-HR 0001765380-24-000386 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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