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Disclosery

Everest Private Wealth: ORCL position timeline

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

Everest Private Wealth held 10,505 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 10,505 shares
    Change vs previous 13F +2,427 shares

    0.57% of the 13F portfolio, value $1,539,508.

    13F-HR 0001951757-26-001148 filed by Everest Private Wealth
    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 8,078 shares
    Change vs previous 13F +1,832 shares

    0.6% of the 13F portfolio, value $1,188,355.

    13F-HR 0001951757-26-000786 filed by Everest Private Wealth
    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 6,246 shares
    Change vs previous 13F +981 shares

    0.68% of the 13F portfolio, value $1,217,408.

    13F-HR 0001951757-26-000332 filed by Everest Private Wealth
    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 5,265 shares
    Change vs previous 13F +45 shares

    0.94% of the 13F portfolio, value $1,480,729.

    13F-HR 0001951757-25-001285 filed by Everest Private Wealth
    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 5,220 shares
    Change vs previous 13F +5 shares

    0.82% of the 13F portfolio, value $1,141,249.

    13F-HR 0001951757-25-001023 filed by Everest Private Wealth
    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 5,215 shares
    Change vs previous 13F -261 shares

    0.66% of the 13F portfolio, value $729,109.

    13F-HR 0001951757-25-000351 filed by Everest Private Wealth
    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 5,476 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $912,521.

    13F-HR 0001951757-25-000260 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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