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Disclosery

Evergreen Wealth Partners LLC: ORCL position timeline

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

Evergreen Wealth Partners LLC held 1,635 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,635 shares
    Change vs previous 13F -14 shares

    0.14% of the 13F portfolio, value $239,650.

    13F-HR 0001951757-26-001210 filed by Evergreen 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 1,649 shares
    Change vs previous 13F +104 shares

    0.19% of the 13F portfolio, value $242,540.

    13F-HR 0001951757-26-000804 filed by Evergreen 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 1,545 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $301,218.

    13F-HR 0001951757-26-000369 filed by Evergreen Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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