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Great Waters Wealth Management: ORCL position timeline

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

Great Waters Wealth Management held 1,559 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,559 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $213,994.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,559 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $228,410.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,559 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $229,281.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,559 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $303,780.

    13F-HR 0001964535-26-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,563 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $439,454.

    13F-HR 0001964535-25-000006 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,563 shares
    Change vs previous 13F +27 shares

    0.04% of the 13F portfolio, value $341,621.

    13F-HR 0001964535-25-000004 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,536 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $214,684.

    13F-HR 0001964535-25-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,536 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,882.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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