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Disclosery

Concentrum Wealth Management: ORCL position timeline

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

Concentrum Wealth Management held 21,767 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,767 shares
    Change vs previous 13F +947 shares

    0.76% of the 13F portfolio, value $3,189,919.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    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 20,820 shares
    Change vs previous 13F +1,276 shares

    0.9% of the 13F portfolio, value $3,062,765.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    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 19,544 shares
    Change vs previous 13F +7,608 shares

    1.06% of the 13F portfolio, value $3,809,335.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    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 11,936 shares
    Change vs previous 13F +3,824 shares

    0.97% of the 13F portfolio, value $3,356,881.

    13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
    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 8,112 shares
    Change vs previous 13F +265 shares

    0.56% of the 13F portfolio, value $1,773,527.

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    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 7,847 shares
    Change vs previous 13F +2,050 shares

    0.41% of the 13F portfolio, value $1,097,089.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    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 5,797 shares
    Change vs previous 13F +2,247 shares

    0.34% of the 13F portfolio, value $966,012.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    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 3,550 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $604,920.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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