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Atlantic Edge Private Wealth Management, LLC: ORCL position timeline

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

Atlantic Edge Private Wealth Management, LLC held 20,444 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,444 shares
    Change vs previous 13F +7,091 shares

    0.61% of the 13F portfolio, value $2,996,069.

    13F-HR 0002011145-26-000003 filed by Atlantic Edge Private 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 13,353 shares
    Change vs previous 13F -2,572 shares

    0.48% of the 13F portfolio, value $1,964,360.

    13F-HR 0002011145-26-000002 filed by Atlantic Edge Private 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 15,925 shares
    Change vs previous 13F +2,825 shares

    0.77% of the 13F portfolio, value $3,104,032.

    13F-HR 0002011145-26-000001 filed by Atlantic Edge Private 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 13,100 shares
    Change vs previous 13F -2,927 shares

    0.95% of the 13F portfolio, value $3,684,337.

    13F-HR 0002011145-25-000007 filed by Atlantic Edge Private 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 16,027 shares
    Change vs previous 13F -3,674 shares

    0.96% of the 13F portfolio, value $3,504,022.

    13F-HR 0002011145-25-000005 filed by Atlantic Edge Private 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 19,701 shares
    Change vs previous 13F +18,058 shares

    0.84% of the 13F portfolio, value $2,754,367.

    13F-HR 0002011145-25-000004 filed by Atlantic Edge Private 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 1,643 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $273,790.

    13F-HR 0002011145-25-000002 filed by Atlantic Edge Private 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 1,567 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $267,017.

    13F-HR 0002011145-24-000004 filed by Atlantic Edge Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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