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Composition Wealth, LLC: ORCL position timeline

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

Composition Wealth, LLC held 59,778 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,778 shares
    Change vs previous 13F +383 shares

    0.1% of the 13F portfolio, value $8,760,484.

    13F-HR 0001951757-26-001020 filed by Composition 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 59,395 shares
    Change vs previous 13F -7,172 shares

    0.12% of the 13F portfolio, value $8,737,657.

    13F-HR 0001951757-26-000540 filed by Composition 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 66,567 shares
    Change vs previous 13F -15,265 shares

    0.19% of the 13F portfolio, value $12,974,489.

    13F-HR 0001951757-26-000334 filed by Composition 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 81,832 shares
    Change vs previous 13F +4,155 shares

    0.34% of the 13F portfolio, value $23,014,496.

    13F-HR 0001951757-25-001181 filed by Composition 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 77,677 shares
    Change vs previous 13F +7,254 shares

    0.29% of the 13F portfolio, value $16,982,469.

    13F-HR 0001951757-25-000900 filed by Composition 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 70,423 shares
    Change vs previous 13F +4,724 shares

    0.2% of the 13F portfolio, value $9,845,892.

    13F-HR 0001951757-25-000347 filed by Composition 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 65,699 shares
    Change vs previous 13F +48,047 shares

    0.22% of the 13F portfolio, value $10,948,047.

    13F-HR 0001951757-25-000008 filed by Composition Wealth, 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 17,652 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,007,933.

    13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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