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Disclosery

Geometric Wealth Advisors: ORCL position timeline

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

Geometric Wealth Advisors held 0 ORCL shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,610 shares

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,610 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $452,796.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,630 shares
    Change vs previous 13F -137 shares

    0.05% of the 13F portfolio, value $356,367.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,767 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $247,044.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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