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Disclosery

Alteri Wealth LLC: ORCL position timeline

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

Alteri Wealth LLC held 8,446 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,446 shares
    Change vs previous 13F +4,114 shares

    0.34% of the 13F portfolio, value $1,237,761.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth 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 4,332 shares
    Change vs previous 13F +105 shares

    0.21% of the 13F portfolio, value $637,276.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth 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 4,227 shares
    Change vs previous 13F -101 shares

    0.27% of the 13F portfolio, value $823,871.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth 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 4,328 shares
    Change vs previous 13F +84 shares

    0.42% of the 13F portfolio, value $1,217,182.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth 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 4,244 shares
    Change vs previous 13F +94 shares

    0.36% of the 13F portfolio, value $927,788.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth 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 4,150 shares
    Change vs previous 13F +31 shares

    0.26% of the 13F portfolio, value $580,154.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth 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 4,119 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $686,469.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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