Skip to content
Disclosery

Connecticut Wealth Management, LLC: ORCL position timeline

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

Connecticut Wealth Management, LLC held 11,100 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,100 shares
    Change vs previous 13F -184 shares

    0.06% of the 13F portfolio, value $1,626,774.

    13F-HR 0001689829-26-000003 filed by Connecticut 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 11,284 shares
    Change vs previous 13F -1,242 shares

    0.07% of the 13F portfolio, value $1,660,012.

    13F-HR 0001214659-26-005373 filed by Connecticut 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 12,526 shares
    Change vs previous 13F -55 shares

    0.11% of the 13F portfolio, value $2,441,417.

    13F-HR 0001214659-26-001526 filed by Connecticut 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 12,581 shares
    Change vs previous 13F +9 shares

    0.16% of the 13F portfolio, value $3,538,399.

    13F-HR 0001214659-25-016356 filed by Connecticut 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 12,572 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $2,748,513.

    13F-HR 0001214659-25-012283 filed by Connecticut 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 12,571 shares
    Change vs previous 13F +863 shares

    0.09% of the 13F portfolio, value $1,757,565.

    13F-HR 0001689829-25-000002 filed by Connecticut 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 11,708 shares
    Change vs previous 13F -152 shares

    0.1% of the 13F portfolio, value $1,950,976.

    13F-HR 0001689829-25-000001 filed by Connecticut 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 11,860 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,020,967.

    13F-HR 0001689829-24-000005 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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