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Disclosery

Austin Private Wealth, LLC: ORCL position timeline

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

Austin Private Wealth, LLC held 9,253 ORCL shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 9,253 shares
    Change vs previous 13F +25 shares

    0.14% of the 13F portfolio, value $1,803,535.

    13F-HR 0001172661-26-000230 filed by Austin Private 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 ended2025-09-30
    13F 9,228 shares
    Change vs previous 13F -400 shares

    0.2% of the 13F portfolio, value $2,595,330.

    13F-HR 0001172661-25-004325 filed by Austin Private 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 ended2025-06-30
    13F 9,628 shares
    Change vs previous 13F +835 shares

    0.17% of the 13F portfolio, value $2,105,006.

    13F-HR 0001172661-25-002847 filed by Austin Private 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 ended2025-03-31
    13F 8,793 shares
    Change vs previous 13F -1,122 shares

    0.11% of the 13F portfolio, value $1,229,411.

    13F-HR 0001172661-25-001646 filed by Austin Private 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 ended2024-12-31
    13F 9,915 shares
    Change vs previous 13F -606 shares

    0.16% of the 13F portfolio, value $1,652,308.

    13F-HR 0001172661-25-000335 filed by Austin Private 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 ended2024-09-30
    13F 10,521 shares
    Change vs previous 13F -127 shares

    0.18% of the 13F portfolio, value $1,792,842.

    13F-HR 0001172661-24-004415 filed by Austin Private 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 ended2024-06-30
    13F/A 10,648 shares
    Change vs previous 13F +213 shares

    0.16% of the 13F portfolio, value $1,503,494.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 10,435 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,317,362.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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