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Disclosery

Dakota Wealth Management: ORCL position timeline

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

Dakota Wealth Management held 65,055 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,055 shares
    Change vs previous 13F -3,950 shares

    0.18% of the 13F portfolio, value $9,533,800.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 69,005 shares
    Change vs previous 13F -5,838 shares

    0.22% of the 13F portfolio, value $10,151,391.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 74,843 shares
    Change vs previous 13F -28,662 shares

    0.26% of the 13F portfolio, value $14,587,584.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 103,505 shares
    Change vs previous 13F -47,876 shares

    0.59% of the 13F portfolio, value $29,109,789.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 151,381 shares
    Change vs previous 13F +10,218 shares

    0.7% of the 13F portfolio, value $33,096,483.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 141,163 shares
    Change vs previous 13F +7,324 shares

    0.46% of the 13F portfolio, value $19,736,016.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 133,839 shares
    Change vs previous 13F +6,200 shares

    0.51% of the 13F portfolio, value $22,302,982.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 127,639 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $21,749,623.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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