IHT Wealth Management, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on ORCL, newest first. How the timeline and the estimate are built.
IHT Wealth Management, LLC held 41,319 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 41,319 sharesChange vs previous 13F +1,178 shares
0.13% of the 13F portfolio, value $6,055,329.
13F-HR 0001104659-26-096531 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,141 sharesChange vs previous 13F +13,125 shares
0.14% of the 13F portfolio, value $5,905,086.
13F-HR 0001104659-26-061899 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,016 sharesChange vs previous 13F +4,500 shares
0.13% of the 13F portfolio, value $5,247,278.
13F-HR 0001104659-26-016011 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,516 sharesChange vs previous 13F -1,076 shares
0.16% of the 13F portfolio, value $6,314,315.
13F-HR 0001104659-25-112424 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,592 sharesChange vs previous 13F +3,873 shares
0.14% of the 13F portfolio, value $5,157,893.
13F-HR 0001104659-25-078291 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,719 sharesChange vs previous 13F +740 shares
0.09% of the 13F portfolio, value $2,760,572.
13F-HR 0001104659-25-049059 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,979 sharesChange vs previous 13F -2,631 shares
0.1% of the 13F portfolio, value $3,162,699.
13F-HR 0001104659-25-013520 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,610 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $3,670,942.
13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).