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B. Riley Wealth Advisors, Inc.: ORCL position timeline

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

B. Riley Wealth Advisors, Inc. held 35,599 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,599 shares
    Change vs previous 13F +1,209 shares

    0.19% of the 13F portfolio, value $4,887,781.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,390 shares
    Change vs previous 13F +4,193 shares

    0.28% of the 13F portfolio, value $5,081,522.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,197 shares
    Change vs previous 13F -2,853 shares

    0.27% of the 13F portfolio, value $4,191,360.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,050 shares
    Change vs previous 13F +2,213 shares

    0.3% of the 13F portfolio, value $6,441,722.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,837 shares
    Change vs previous 13F -1,262 shares

    0.42% of the 13F portfolio, value $8,672,549.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,099 shares
    Change vs previous 13F -15,788 shares

    0.34% of the 13F portfolio, value $7,017,907.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,887 shares
    Change vs previous 13F +4,020 shares

    0.2% of the 13F portfolio, value $6,695,121.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 43,867 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,309,926.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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