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Arkadios Wealth Advisors: ORCL position timeline

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

Arkadios Wealth Advisors held 56,791 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,791 shares
    Change vs previous 13F +6,642 shares

    0.13% of the 13F portfolio, value $8,322,759.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 50,149 shares
    Change vs previous 13F +7,698 shares

    0.12% of the 13F portfolio, value $7,377,328.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 42,451 shares
    Change vs previous 13F +2,852 shares

    0.16% of the 13F portfolio, value $8,274,004.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 39,599 shares
    Change vs previous 13F -333 shares

    0.27% of the 13F portfolio, value $11,136,842.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 39,932 shares
    Change vs previous 13F +4,357 shares

    0.26% of the 13F portfolio, value $8,730,413.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 35,575 shares
    Change vs previous 13F +18,007 shares

    0.19% of the 13F portfolio, value $4,973,758.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 17,568 shares
    Change vs previous 13F -3,248 shares

    0.16% of the 13F portfolio, value $2,927,529.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 20,816 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,546,976.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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