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Cyndeo Wealth Partners, LLC: ORCL position timeline

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

Cyndeo Wealth Partners, LLC held 117,650 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 117,650 shares
    Change vs previous 13F +3,274 shares

    0.81% of the 13F portfolio, value $17,241,616.

    13F-HR 0001950947-26-000003 filed by Cyndeo 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 114,376 shares
    Change vs previous 13F +12,582 shares

    0.89% of the 13F portfolio, value $16,825,782.

    13F-HR 0001950947-26-000002 filed by Cyndeo 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 101,794 shares
    Change vs previous 13F -1,789 shares

    1.07% of the 13F portfolio, value $19,840,646.

    13F-HR 0001950947-26-000001 filed by Cyndeo 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 103,583 shares
    Change vs previous 13F -2,919 shares

    1.62% of the 13F portfolio, value $29,131,578.

    13F-HR 0001950947-25-000006 filed by Cyndeo 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 106,502 shares
    Change vs previous 13F +1,968 shares

    1.38% of the 13F portfolio, value $23,284,556.

    13F-HR 0001950947-25-000004 filed by Cyndeo 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 104,534 shares
    Change vs previous 13F +30,166 shares

    0.96% of the 13F portfolio, value $14,614,893.

    13F-HR 0001950947-25-000002 filed by Cyndeo 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 74,368 shares
    Change vs previous 13F +1,242 shares

    0.84% of the 13F portfolio, value $12,392,679.

    13F-HR 0001950947-25-000001 filed by Cyndeo 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 73,126 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $12,460,677.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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