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Disclosery

BSW Wealth Partners: ORCL position timeline

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

BSW Wealth Partners held 8,081 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,081 shares
    Change vs previous 13F -585 shares

    0.13% of the 13F portfolio, value $1,184,233.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 8,666 shares
    Change vs previous 13F +685 shares

    0.16% of the 13F portfolio, value $1,274,800.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 7,981 shares
    Change vs previous 13F -329 shares

    0.19% of the 13F portfolio, value $1,555,665.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 8,310 shares
    Change vs previous 13F -215 shares

    0.29% of the 13F portfolio, value $2,337,098.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 8,525 shares
    Change vs previous 13F -1,741 shares

    0.26% of the 13F portfolio, value $1,863,916.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 10,266 shares
    Change vs previous 13F -284 shares

    0.22% of the 13F portfolio, value $1,435,346.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 10,550 shares
    Change vs previous 13F +440 shares

    0.26% of the 13F portfolio, value $1,758,026.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 10,110 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,722,806.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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