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Disclosery

Heritage Wealth Partners, LLC: ORCL position timeline

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

Heritage Wealth Partners, LLC held 2,652 ORCL shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,652 shares
    Change vs previous 13F +1,196 shares

    0.57% of the 13F portfolio, value $370,730.

    13F-HR 0001963794-25-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,456 shares
    Change vs previous 13F +46 shares

    0.3% of the 13F portfolio, value $242,647.

    13F-HR 0001963794-25-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,410 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $240,183.

    13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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