Skip to content
Disclosery

Evercore Wealth Management, LLC: ORCL position timeline

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

Evercore Wealth Management, LLC held 55,803 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,803 shares
    Change vs previous 13F -4,200 shares

    0.12% of the 13F portfolio, value $8,177,937.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, 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 60,003 shares
    Change vs previous 13F -1,326 shares

    0.14% of the 13F portfolio, value $8,827,049.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, 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 61,329 shares
    Change vs previous 13F -289 shares

    0.18% of the 13F portfolio, value $11,953,646.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, 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 61,618 shares
    Change vs previous 13F -94 shares

    0.25% of the 13F portfolio, value $17,329,461.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, 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 61,712 shares
    Change vs previous 13F -1,062 shares

    0.21% of the 13F portfolio, value $13,492,106.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, 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 62,774 shares
    Change vs previous 13F -1,687 shares

    0.14% of the 13F portfolio, value $8,776,440.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, 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 64,461 shares
    Change vs previous 13F -485 shares

    0.16% of the 13F portfolio, value $10,741,790.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, 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 64,946 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,066,808.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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