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BURLING WEALTH PARTNERS, LLC: ORCL position timeline

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

BURLING WEALTH PARTNERS, LLC held 8,216 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,216 shares
    Change vs previous 13F -1,719 shares

    0.18% of the 13F portfolio, value $1,204,064.

    13F-HR 0001765380-26-000265 filed by BURLING WEALTH PARTNERS, 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 9,935 shares
    Change vs previous 13F -1,766 shares

    0.24% of the 13F portfolio, value $1,461,547.

    13F-HR 0001765380-26-000191 filed by BURLING WEALTH PARTNERS, 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 11,701 shares
    Change vs previous 13F -251 shares

    0.35% of the 13F portfolio, value $2,280,654.

    13F-HR 0001765380-26-000069 filed by BURLING WEALTH PARTNERS, 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 11,952 shares
    Change vs previous 13F -265 shares

    0.56% of the 13F portfolio, value $3,361,398.

    13F-HR 0001765380-25-000450 filed by BURLING WEALTH PARTNERS, 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 12,217 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,671,016.

    13F-HR 0001765380-25-000314 filed by BURLING WEALTH PARTNERS, 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 12,217 shares
    Change vs previous 13F -542 shares

    0.36% of the 13F portfolio, value $1,708,068.

    13F-HR 0001765380-25-000162 filed by BURLING WEALTH PARTNERS, 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 12,759 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,126,170.

    13F-HR 0001765380-25-000107 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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