Boyd Wealth Management, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boyd Wealth Management, LLC on ORCL, newest first. How the timeline and the estimate are built.
Boyd Wealth Management, LLC held 5,363 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 5,363 sharesChange vs previous 13F +8 shares
0.3% of the 13F portfolio, value $785,948.
13F-HR 0001846114-26-000010 filed by Boyd 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 5,355 sharesChange vs previous 13F +19 shares
0.33% of the 13F portfolio, value $787,774.
13F-HR 0001846114-26-000009 filed by Boyd 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 5,336 sharesChange vs previous 13F +21 shares
0.44% of the 13F portfolio, value $1,040,040.
13F-HR 0001846114-26-000001 filed by Boyd 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 5,315 sharesChange vs previous 13F -5,737 shares
0.64% of the 13F portfolio, value $1,494,791.
13F-HR 0001846114-25-000002 filed by Boyd 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 11,052 sharesChange vs previous 13F 0 shares
1.05% of the 13F portfolio, value $2,416,299.
13F-HR 0001667731-25-000805 filed by Boyd 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 11,052 sharesChange vs previous 13F 0 shares
0.77% of the 13F portfolio, value $1,545,180.
13F-HR 0001667731-25-000504 filed by Boyd 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 11,052 sharesChange vs previous 13F 0 shares
0.91% of the 13F portfolio, value $1,841,705.
13F-HR 0001667731-25-000097 filed by Boyd 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 11,052 sharesChange vs previous 13F not available
0.95% of the 13F portfolio, value $1,883,261.
13F-HR 0001846114-24-000004 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).