Fiduciary Wealth Partners, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Wealth Partners, LLC on ORCL, newest first. How the timeline and the estimate are built.
Fiduciary Wealth Partners, LLC held 0 ORCL shares at 2026-03-31 per its 13F-HR filed 2026-05-07.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -2,120 shares
13F-HR 0001376474-26-000350 filed by Fiduciary Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2,120 sharesChange vs previous 13F -22 shares
0.17% of the 13F portfolio, value $413,209.
13F-HR 0001376474-26-000077 filed by Fiduciary Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,142 sharesChange vs previous 13F +1,062 shares
0.25% of the 13F portfolio, value $602,416.
13F-HR 0001376474-25-000877 filed by Fiduciary Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,080 sharesChange vs previous 13F -129 shares
0.22% of the 13F portfolio, value $236,120.
13F-HR 0001376474-25-000691 filed by Fiduciary Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,209 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $169,030.
13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).