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Disclosery

Gray Private Wealth, LLC: ORCL position timeline

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

Gray Private Wealth, LLC held 5,029 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,029 shares
    Change vs previous 13F -150 shares

    0.32% of the 13F portfolio, value $737,055.

    13F-HR 0001928877-26-000007 filed by Gray Private 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 ended2026-03-31
    13F 5,179 shares
    Change vs previous 13F -80 shares

    0.38% of the 13F portfolio, value $761,922.

    13F-HR 0001928877-26-000005 filed by Gray Private 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 ended2025-12-31
    13F 5,259 shares
    Change vs previous 13F -26 shares

    0.5% of the 13F portfolio, value $1,025,064.

    13F-HR 0001928877-26-000002 filed by Gray Private 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 ended2025-09-30
    13F 5,285 shares
    Change vs previous 13F -1,428 shares

    0.75% of the 13F portfolio, value $1,486,382.

    13F-HR 0001928877-25-000010 filed by Gray Private 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 ended2025-06-30
    13F 6,713 shares
    Change vs previous 13F +148 shares

    0.79% of the 13F portfolio, value $1,467,669.

    13F-HR 0001928877-25-000007 filed by Gray Private 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 ended2025-03-31
    13F 6,565 shares
    Change vs previous 13F -293 shares

    0.55% of the 13F portfolio, value $917,838.

    13F-HR 0001928877-25-000005 filed by Gray Private Wealth, 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 6,858 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,142,787.

    13F-HR 0001928877-25-000002 filed by Gray Private Wealth, 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 6,858 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,168,558.

    13F-HR 0001928877-24-000009 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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