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Aries Wealth Management: ORCL position timeline

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

Aries Wealth Management held 3,761 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,761 shares
    Change vs previous 13F -85 shares

    0.11% of the 13F portfolio, value $551,175.

    13F-HR 0001172661-26-002775 filed by Aries Wealth Management
    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 3,846 shares
    Change vs previous 13F -3,122 shares

    0.12% of the 13F portfolio, value $565,785.

    13F-HR 0001172661-26-001991 filed by Aries Wealth Management
    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 6,968 shares
    Change vs previous 13F +87 shares

    0.3% of the 13F portfolio, value $1,358,133.

    13F-HR 0001172661-26-000402 filed by Aries Wealth Management
    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 6,881 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,935,212.

    13F-HR 0001172661-25-004662 filed by Aries Wealth Management
    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 6,881 shares
    Change vs previous 13F +175 shares

    0.39% of the 13F portfolio, value $1,504,393.

    13F-HR 0001085146-25-004192 filed by Aries Wealth Management
    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 6,706 shares
    Change vs previous 13F +1,463 shares

    0.25% of the 13F portfolio, value $937,566.

    13F-HR 0001085146-25-002137 filed by Aries Wealth Management
    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 5,243 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $873,694.

    13F-HR 0001085146-25-000630 filed by Aries Wealth Management
    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 5,243 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $893,407.

    13F-HR 0001085146-24-005257 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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