Skip to content
Disclosery

Institute for Wealth Management, LLC.: ORCL position timeline

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

Institute for Wealth Management, LLC. held 14,851 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,851 shares
    Change vs previous 13F -1,994 shares

    0.19% of the 13F portfolio, value $2,176,343.

    13F-HR 0001754960-26-000654 filed by Institute for 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 16,845 shares
    Change vs previous 13F +273 shares

    0.27% of the 13F portfolio, value $2,478,057.

    13F-HR 0001754960-26-000382 filed by Institute for 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 16,572 shares
    Change vs previous 13F -2,216 shares

    0.34% of the 13F portfolio, value $3,229,975.

    13F-HR 0002085853-26-000093 filed by Institute for 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 18,788 shares
    Change vs previous 13F -199 shares

    0.55% of the 13F portfolio, value $5,283,841.

    13F-HR 0002085853-25-000109 filed by Institute for 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 18,987 shares
    Change vs previous 13F -393 shares

    0.46% of the 13F portfolio, value $4,151,088.

    13F-HR 0001667731-25-000874 filed by Institute for 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 19,380 shares
    Change vs previous 13F -671 shares

    0.35% of the 13F portfolio, value $2,709,453.

    13F-HR 0001667731-25-000461 filed by Institute for 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 20,051 shares
    Change vs previous 13F +1,555 shares

    0.42% of the 13F portfolio, value $3,341,274.

    13F-HR 0001667731-25-000105 filed by Institute for 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 18,496 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,151,767.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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