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Disclosery

HB Wealth Management, LLC: ORCL position timeline

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

HB Wealth Management, LLC held 197,825 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,825 shares
    Change vs previous 13F +12,296 shares

    0.16% of the 13F portfolio, value $28,991,386.

    13F-HR 0001172661-26-002920 filed by HB 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 185,529 shares
    Change vs previous 13F +1,784 shares

    0.18% of the 13F portfolio, value $27,293,214.

    13F-HR 0001172661-26-001543 filed by HB 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 183,745 shares
    Change vs previous 13F -3,012 shares

    0.23% of the 13F portfolio, value $35,813,758.

    13F-HR 0001172661-26-000353 filed by HB 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 186,757 shares
    Change vs previous 13F -1,385 shares

    0.36% of the 13F portfolio, value $52,523,541.

    13F-HR 0001172661-25-004398 filed by HB 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 188,142 shares
    Change vs previous 13F -17,195 shares

    0.33% of the 13F portfolio, value $41,133,587.

    13F-HR 0001172661-25-002644 filed by HB 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 205,337 shares
    Change vs previous 13F +19,714 shares

    0.24% of the 13F portfolio, value $28,708,167.

    13F-HR 0001172661-25-001594 filed by HB 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 185,623 shares
    Change vs previous 13F +4,581 shares

    0.32% of the 13F portfolio, value $30,932,384.

    13F-HR 0001172661-25-000193 filed by HB 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 181,042 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $30,849,566.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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