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Disclosery

Bogart Wealth, LLC: ORCL position timeline

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

Bogart Wealth, LLC held 12,002 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,002 shares
    Change vs previous 13F +212 shares

    0.06% of the 13F portfolio, value $1,758,876.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, LLC
    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 11,790 shares
    Change vs previous 13F +156 shares

    0.07% of the 13F portfolio, value $1,734,411.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, LLC
    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 11,634 shares
    Change vs previous 13F +216 shares

    0.09% of the 13F portfolio, value $2,267,665.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,418 shares
    Change vs previous 13F -47 shares

    0.13% of the 13F portfolio, value $3,211,169.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,465 shares
    Change vs previous 13F +43 shares

    0.11% of the 13F portfolio, value $2,506,636.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, LLC
    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 11,422 shares
    Change vs previous 13F +201 shares

    0.08% of the 13F portfolio, value $1,596,904.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,221 shares
    Change vs previous 13F +228 shares

    0.09% of the 13F portfolio, value $1,869,906.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
    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 10,993 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,873,287.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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