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CURA WEALTH ADVISORS, LLC: ORCL position timeline

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

CURA WEALTH ADVISORS, LLC held 7,048 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,048 shares
    Change vs previous 13F -95 shares

    0.44% of the 13F portfolio, value $1,032,906.

    13F-HR 0002056729-26-000003 filed by CURA WEALTH ADVISORS, 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 7,143 shares
    Change vs previous 13F -297 shares

    0.47% of the 13F portfolio, value $1,050,802.

    13F-HR 0002056729-26-000002 filed by CURA WEALTH ADVISORS, 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 7,440 shares
    Change vs previous 13F +50 shares

    0.55% of the 13F portfolio, value $1,450,193.

    13F-HR 0002056729-26-000001 filed by CURA WEALTH ADVISORS, 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 7,390 shares
    Change vs previous 13F -2,602 shares

    0.8% of the 13F portfolio, value $2,078,364.

    13F-HR 0002056729-25-000005 filed by CURA WEALTH ADVISORS, 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 9,992 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,184,551.

    13F-HR 0002056729-25-000004 filed by CURA WEALTH ADVISORS, 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 9,992 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,396,982.

    13F-HR 0002056729-25-000002 filed by CURA WEALTH ADVISORS, 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 9,992 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,665,067.

    13F-HR 0002056729-25-000001 filed by CURA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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