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Disclosery

FULLCIRCLE WEALTH LLC: ORCL position timeline

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

FULLCIRCLE WEALTH LLC held 9,663 ORCL shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,663 shares
    Change vs previous 13F -1,236 shares

    0.84% of the 13F portfolio, value $2,397,976.

    13F-HR 0002030910-25-000007 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 10,899 shares
    Change vs previous 13F -448 shares

    1.03% of the 13F portfolio, value $2,752,334.

    13F-HR 0002030910-25-000005 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,347 shares
    Change vs previous 13F -1,361 shares

    0.65% of the 13F portfolio, value $1,590,217.

    13F-HR 0002030910-25-000003 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,708 shares
    Change vs previous 13F -300 shares

    0.9% of the 13F portfolio, value $2,209,434.

    13F-HR 0002030910-25-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 13,008 shares
    Change vs previous 13F +3,349 shares

    1.01% of the 13F portfolio, value $2,242,910.

    13F-HR 0002030910-24-000004 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 9,659 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,340,339.

    13F-HR 0002030910-24-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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