Bay Harbor Wealth Management, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bay Harbor Wealth Management, LLC on ORCL, newest first. How the timeline and the estimate are built.
Bay Harbor Wealth Management, LLC held 835 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 835 sharesChange vs previous 13F -18 shares
0.03% of the 13F portfolio, value $122,369.
13F-HR 0001437749-26-024588 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 853 sharesChange vs previous 13F +766 shares
0.03% of the 13F portfolio, value $125,484.
13F-HR 0001437749-26-012214 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 87 sharesChange vs previous 13F +13 shares
<0.01% of the 13F portfolio, value $16,957.
13F-HR 0001437749-26-002665 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 74 sharesChange vs previous 13F +27 shares
0.01% of the 13F portfolio, value $20,811.
13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47 sharesChange vs previous 13F -616 shares
<0.01% of the 13F portfolio, value $10,275.
13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 663 sharesChange vs previous 13F -84 shares
0.03% of the 13F portfolio, value $92,694.
13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 747 sharesChange vs previous 13F +94 shares
0.04% of the 13F portfolio, value $124,480.
13F-HR 0001437749-25-001885 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 653 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $111,271.
13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).