Skip to content
Disclosery

Avior Wealth Management, LLC: ORCL position timeline

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

Avior Wealth Management, LLC held 52,166 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,166 shares
    Change vs previous 13F -2,268 shares

    0.2% of the 13F portfolio, value $7,644,856.

    13F-HR 0001754960-26-000402 filed by Avior 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 54,434 shares
    Change vs previous 13F -5,379 shares

    0.23% of the 13F portfolio, value $8,007,829.

    13F-HR 0001754960-26-000212 filed by Avior 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 59,813 shares
    Change vs previous 13F +6,869 shares

    0.36% of the 13F portfolio, value $11,658,154.

    13F-HR 0001754960-26-000005 filed by Avior 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 52,944 shares
    Change vs previous 13F -704 shares

    0.48% of the 13F portfolio, value $14,889,913.

    13F-HR 0001754960-25-000798 filed by Avior 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 53,648 shares
    Change vs previous 13F +2,485 shares

    0.41% of the 13F portfolio, value $11,728,960.

    13F-HR 0001754960-25-000419 filed by Avior 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 51,163 shares
    Change vs previous 13F -6,630 shares

    0.27% of the 13F portfolio, value $7,153,156.

    13F-HR 0001754960-25-000218 filed by Avior 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 57,793 shares
    Change vs previous 13F -6,821 shares

    0.35% of the 13F portfolio, value $9,630,756.

    13F-HR 0001599868-25-000001 filed by Avior 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 64,614 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $11,010,247.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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