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Disclosery

Crown Wealth Group, LLC: ORCL position timeline

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

Crown Wealth Group, LLC held 3,219 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,219 shares
    Change vs previous 13F +229 shares

    0.12% of the 13F portfolio, value $471,744.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 2,990 shares
    Change vs previous 13F +701 shares

    0.13% of the 13F portfolio, value $439,859.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 2,289 shares
    Change vs previous 13F -199 shares

    0.12% of the 13F portfolio, value $446,149.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 2,488 shares
    Change vs previous 13F +799 shares

    0.21% of the 13F portfolio, value $699,725.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 1,689 shares
    Change vs previous 13F -165 shares

    0.14% of the 13F portfolio, value $369,266.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 1,854 shares
    Change vs previous 13F +471 shares

    0.13% of the 13F portfolio, value $259,208.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 1,383 shares
    Change vs previous 13F +107 shares

    0.09% of the 13F portfolio, value $230,463.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, 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 1,276 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $217,430.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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