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Disclosery

Core Wealth Partners LLC: ORCL position timeline

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

Core Wealth Partners LLC held 9,181 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,181 shares
    Change vs previous 13F -1,484 shares

    0.57% of the 13F portfolio, value $1,345,492.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners 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 10,665 shares
    Change vs previous 13F +129 shares

    0.73% of the 13F portfolio, value $1,568,873.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners 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 10,536 shares
    Change vs previous 13F +1,696 shares

    0.92% of the 13F portfolio, value $2,053,655.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners 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 8,840 shares
    Change vs previous 13F -192 shares

    1.14% of the 13F portfolio, value $2,486,128.

    13F-HR 0001965078-25-000002 filed by Core Wealth Partners 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 9,032 shares
    Change vs previous 13F +2,107 shares

    1% of the 13F portfolio, value $1,974,587.

    13F-HR 0001085146-25-004770 filed by Core Wealth Partners 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 6,925 shares
    Change vs previous 13F +869 shares

    0.56% of the 13F portfolio, value $968,139.

    13F-HR 0001085146-25-002995 filed by Core Wealth Partners 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 6,056 shares
    Change vs previous 13F +608 shares

    0.58% of the 13F portfolio, value $1,009,095.

    13F-HR 0001085146-25-001010 filed by Core Wealth Partners 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 5,448 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $928,394.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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