BNC WEALTH MANAGEMENT, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BNC WEALTH MANAGEMENT, LLC on ORCL, newest first. How the timeline and the estimate are built.
BNC WEALTH MANAGEMENT, LLC held 27,499 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 27,499 sharesChange vs previous 13F +27,499 shares
0.97% of the 13F portfolio, value $4,030,006.
13F-HR 0001821549-26-000003 filed by BNC 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 0 sharesChange vs previous 13F -32,493 shares
13F-HR 0001821549-26-000001 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 32,493 sharesChange vs previous 13F +708 shares
2.31% of the 13F portfolio, value $9,138,284.
13F-HR 0001821549-25-000004 filed by BNC 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 31,785 sharesChange vs previous 13F +877 shares
2.06% of the 13F portfolio, value $6,949,263.
13F-HR 0001821549-25-000002 filed by BNC 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 30,908 sharesChange vs previous 13F +433 shares
1.56% of the 13F portfolio, value $4,321,230.
13F-HR 0001849518-25-000005 filed by BNC 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 30,475 sharesChange vs previous 13F +939 shares
1.67% of the 13F portfolio, value $5,078,298.
13F-HR 0001812178-25-000002 filed by BNC 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 29,536 sharesChange vs previous 13F not available
1.85% of the 13F portfolio, value $5,033,011.
13F-HR 0001975550-24-000012 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).