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Disclosery

Connectus Wealth, LLC: ORCL position timeline

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

Connectus Wealth, LLC held 5,783 ORCL shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 5,783 shares
    Change vs previous 13F -39,354 shares

    0.02% of the 13F portfolio, value $726,403.

    13F-HR 0001765380-24-000228 filed by Connectus 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 ended2023-12-31
    13F 45,137 shares
    Change vs previous 13F -13,122 shares

    0.1% of the 13F portfolio, value $4,759,436.

    13F-HR 0001765380-24-000142 filed by Connectus 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 ended2023-09-30
    13F 58,259 shares
    Change vs previous 13F +16,577 shares

    0.14% of the 13F portfolio, value $6,171,292.

    13F-HR 0001765380-23-000226 filed by Connectus 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 ended2023-06-30
    13F 41,682 shares
    Change vs previous 13F +669 shares

    0.11% of the 13F portfolio, value $4,964,642.

    13F-HR 0001765380-23-000180 filed by Connectus 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 ended2023-03-31
    13F 41,013 shares
    Change vs previous 13F -7,550 shares

    0.09% of the 13F portfolio, value $3,811,452.

    13F-HR 0001765380-23-000120 filed by Connectus 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 ended2022-12-31
    13F 48,563 shares
    Change vs previous 13F -3,372 shares

    0.09% of the 13F portfolio, value $3,969,924.

    13F-HR 0001765380-23-000028 filed by Connectus 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 ended2022-09-30
    13F 51,935 shares
    Change vs previous 13F +17,154 shares

    0.07% of the 13F portfolio, value $3,172,000.

    13F-HR 0001765380-22-000165 filed by Connectus 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 ended2022-06-30
    13F 34,781 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,430,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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