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CASTLE WEALTH MANAGEMENT LLC: ORCL position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 8,318 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,318 shares
    Change vs previous 13F +17 shares

    0.36% of the 13F portfolio, value $1,218,955.

    13F-HR 0001936420-26-000005 filed by CASTLE WEALTH MANAGEMENT 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 8,301 shares
    Change vs previous 13F +533 shares

    0.4% of the 13F portfolio, value $1,221,228.

    13F-HR 0001936420-26-000003 filed by CASTLE WEALTH MANAGEMENT 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 7,768 shares
    Change vs previous 13F -392 shares

    0.5% of the 13F portfolio, value $1,514,001.

    13F-HR 0001936420-26-000001 filed by CASTLE WEALTH MANAGEMENT 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 8,160 shares
    Change vs previous 13F -1,454 shares

    0.77% of the 13F portfolio, value $2,294,858.

    13F-HR 0001936420-25-000008 filed by CASTLE WEALTH MANAGEMENT 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 9,614 shares
    Change vs previous 13F -189 shares

    0.76% of the 13F portfolio, value $2,101,962.

    13F-HR 0001936420-25-000005 filed by CASTLE WEALTH MANAGEMENT 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 9,803 shares
    Change vs previous 13F +1,252 shares

    0.54% of the 13F portfolio, value $1,370,573.

    13F-HR 0001936420-25-000003 filed by CASTLE WEALTH MANAGEMENT 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 8,551 shares
    Change vs previous 13F -673 shares

    0.56% of the 13F portfolio, value $1,424,954.

    13F-HR 0001936420-25-000001 filed by CASTLE WEALTH MANAGEMENT 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 9,224 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,571,781.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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