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Forza Wealth Management, LLC: ORCL position timeline

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

Forza Wealth Management, LLC held 2,364 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,364 shares
    Change vs previous 13F -2,557 shares

    0.11% of the 13F portfolio, value $346,444.

    13F-HR 0001963030-26-000003 filed by Forza 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 4,921 shares
    Change vs previous 13F +109 shares

    0.25% of the 13F portfolio, value $723,928.

    13F-HR 0001963030-26-000002 filed by Forza 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 4,812 shares
    Change vs previous 13F +190 shares

    0.34% of the 13F portfolio, value $937,907.

    13F-HR 0001963030-26-000001 filed by Forza 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 4,622 shares
    Change vs previous 13F +150 shares

    0.5% of the 13F portfolio, value $1,299,891.

    13F-HR 0001963030-25-000012 filed by Forza 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 4,472 shares
    Change vs previous 13F +298 shares

    0.4% of the 13F portfolio, value $977,713.

    13F-HR 0001963030-25-000005 filed by Forza 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 4,174 shares
    Change vs previous 13F +25 shares

    0.26% of the 13F portfolio, value $583,567.

    13F-HR 0001963030-25-000003 filed by Forza 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 4,149 shares
    Change vs previous 13F +53 shares

    0.31% of the 13F portfolio, value $691,389.

    13F-HR 0001963030-25-000001 filed by Forza 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 4,096 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $697,958.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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