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Disclosery

BXM Wealth LLC: ORCL position timeline

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

BXM Wealth LLC held 8,380 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,380 shares
    Change vs previous 13F +1,258 shares

    0.67% of the 13F portfolio, value $1,228,127.

    13F-HR 0002085853-26-000858 filed by BXM 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 7,122 shares
    Change vs previous 13F -76,095 shares

    0.81% of the 13F portfolio, value $1,047,755.

    13F-HR 0002085853-26-000469 filed by BXM 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 83,217 shares
    Change vs previous 13F +75,512 shares

    1.02% of the 13F portfolio, value $1,328,169.

    13F-HR 0002085853-26-000054 filed by BXM 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 7,705 shares
    Change vs previous 13F +1,098 shares

    2.05% of the 13F portfolio, value $2,166,954.

    13F-HR 0002085853-25-000177 filed by BXM 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 6,607 shares
    Change vs previous 13F +25 shares

    1.72% of the 13F portfolio, value $1,444,488.

    13F-HR 0001667731-25-001000 filed by BXM 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 6,582 shares
    Change vs previous 13F -25 shares

    1.11% of the 13F portfolio, value $920,359.

    13F-HR 0001667731-25-000555 filed by BXM 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 6,607 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,100,990.

    13F-HR 0001667731-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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