Skip to content
Disclosery

Florida Trust Wealth Management Co: ORCL position timeline

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

Florida Trust Wealth Management Co held 263,146 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,146 shares
    Change vs previous 13F +1,238 shares

    0.96% of the 13F portfolio, value $38,564,046.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 261,908 shares
    Change vs previous 13F +6,719 shares

    1.08% of the 13F portfolio, value $38,529,286.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 255,189 shares
    Change vs previous 13F +1,921 shares

    1.37% of the 13F portfolio, value $49,738,888.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 253,268 shares
    Change vs previous 13F -10,758 shares

    2.03% of the 13F portfolio, value $71,229,092.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 264,026 shares
    Change vs previous 13F -278 shares

    1.77% of the 13F portfolio, value $57,724,005.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 264,304 shares
    Change vs previous 13F -1,116 shares

    1.2% of the 13F portfolio, value $36,952,342.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 265,420 shares
    Change vs previous 13F -828 shares

    1.41% of the 13F portfolio, value $44,229,588.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 266,248 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $45,368,659.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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