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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

  1. period ended2026-06-30
    13F 27,499 shares
    Change 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), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change 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), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 32,493 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F 31,785 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 30,908 shares
    Change 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), ingested

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

  6. period ended2024-12-31
    13F 30,475 shares
    Change 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), ingested

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

  7. period ended2024-09-30
    13F 29,536 shares
    Change 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), ingested

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