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Disclosery

Cove Private Wealth, LLC: ORCL position timeline

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

Cove Private Wealth, LLC held 11,868 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,868 shares
    Change vs previous 13F +1,118 shares

    0.34% of the 13F portfolio, value $1,739,255.

    13F-HR 0001172661-26-002962 filed by Cove Private 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 10,750 shares
    Change vs previous 13F -100 shares

    0.36% of the 13F portfolio, value $1,581,433.

    13F-HR 0001172661-26-001836 filed by Cove Private 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 10,850 shares
    Change vs previous 13F -2,400 shares

    0.63% of the 13F portfolio, value $2,114,774.

    13F-HR 0001172661-26-000294 filed by Cove Private 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 13,250 shares
    Change vs previous 13F +10 shares

    1.18% of the 13F portfolio, value $3,726,430.

    13F-HR 0001172661-25-004603 filed by Cove Private 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 13,240 shares
    Change vs previous 13F +65 shares

    1.02% of the 13F portfolio, value $2,894,661.

    13F-HR 0001172661-25-002622 filed by Cove Private 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 13,175 shares
    Change vs previous 13F +25 shares

    0.97% of the 13F portfolio, value $1,841,997.

    13F-HR 0001172661-25-001698 filed by Cove Private 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 13,150 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $2,191,316.

    13F-HR 0001172661-25-000218 filed by Cove Private 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 13,150 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,240,760.

    13F-HR 0001172661-24-004364 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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