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Disclosery

Balboa Wealth Partners: ORCL position timeline

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

Balboa Wealth Partners held 10,462 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 10,462 shares
    Change vs previous 13F -203 shares

    0.21% of the 13F portfolio, value $1,533,225.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 10,665 shares
    Change vs previous 13F -697 shares

    0.26% of the 13F portfolio, value $1,568,949.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 11,362 shares
    Change vs previous 13F -1,147 shares

    0.37% of the 13F portfolio, value $2,214,497.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 12,509 shares
    Change vs previous 13F +4,873 shares

    0.61% of the 13F portfolio, value $3,518,036.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 7,636 shares
    Change vs previous 13F +1,035 shares

    0.33% of the 13F portfolio, value $1,669,485.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 6,601 shares
    Change vs previous 13F -14 shares

    0.22% of the 13F portfolio, value $922,846.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 6,615 shares
    Change vs previous 13F +1,076 shares

    0.25% of the 13F portfolio, value $1,102,376.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 5,539 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $943,827.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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