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Disclosery

AE Wealth Management LLC: ORCL position timeline

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

AE Wealth Management LLC held 427,803 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 427,803 shares
    Change vs previous 13F +29,010 shares

    0.29% of the 13F portfolio, value $62,695,028.

    13F-HR 0001697723-26-000007 filed by AE 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 398,793 shares
    Change vs previous 13F +163,862 shares

    0.32% of the 13F portfolio, value $58,666,656.

    13F-HR 0001697723-26-000006 filed by AE 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 234,931 shares
    Change vs previous 13F +30,600 shares

    0.26% of the 13F portfolio, value $45,790,463.

    13F-HR 0001697723-26-000001 filed by AE 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 204,331 shares
    Change vs previous 13F +13,844 shares

    0.37% of the 13F portfolio, value $57,466,318.

    13F-HR 0001697723-25-000007 filed by AE 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 190,487 shares
    Change vs previous 13F +113,371 shares

    0.3% of the 13F portfolio, value $41,646,238.

    13F-HR 0001697723-25-000004 filed by AE 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 77,116 shares
    Change vs previous 13F +15,556 shares

    0.09% of the 13F portfolio, value $10,781,608.

    13F-HR 0001697723-25-000003 filed by AE 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 61,560 shares
    Change vs previous 13F +3,416 shares

    0.09% of the 13F portfolio, value $10,258,440.

    13F-HR 0001697723-25-000001 filed by AE 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 58,144 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,907,805.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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