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Disclosery

Circle Wealth Management, LLC: ORCL position timeline

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

Circle Wealth Management, LLC held 17,121 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,121 shares
    Change vs previous 13F -1,713 shares

    0.03% of the 13F portfolio, value $2,509,147.

    13F-HR 0001578242-26-000003 filed by Circle 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 18,834 shares
    Change vs previous 13F -6,444 shares

    0.04% of the 13F portfolio, value $2,770,713.

    13F-HR 0001578242-26-000002 filed by Circle 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 25,278 shares
    Change vs previous 13F -1,027 shares

    0.08% of the 13F portfolio, value $4,926,925.

    13F-HR 0001578242-26-000001 filed by Circle 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 26,305 shares
    Change vs previous 13F +1,183 shares

    0.14% of the 13F portfolio, value $7,397,978.

    13F-HR 0001578242-25-000007 filed by Circle 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 25,122 shares
    Change vs previous 13F -534 shares

    0.12% of the 13F portfolio, value $5,492,380.

    13F-HR 0001578242-25-000003 filed by Circle 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 25,656 shares
    Change vs previous 13F -7,061 shares

    0.08% of the 13F portfolio, value $3,586,958.

    13F-HR 0001578242-25-000002 filed by Circle 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 32,717 shares
    Change vs previous 13F -2,058 shares

    0.12% of the 13F portfolio, value $5,451,933.

    13F-HR 0001578242-25-000001 filed by Circle 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 34,775 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,925,705.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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