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Disclosery

JGP Wealth Management, LLC: ORCL position timeline

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

JGP Wealth Management, LLC held 14,775 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,775 shares
    Change vs previous 13F -1,435 shares

    0.19% of the 13F portfolio, value $2,165,290.

    13F-HR 0001748278-26-000004 filed by JGP 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 16,210 shares
    Change vs previous 13F -1,566 shares

    0.25% of the 13F portfolio, value $2,384,614.

    13F-HR 0001748278-26-000003 filed by JGP 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 17,776 shares
    Change vs previous 13F +541 shares

    0.36% of the 13F portfolio, value $3,464,797.

    13F-HR 0001748278-26-000002 filed by JGP 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 17,235 shares
    Change vs previous 13F +621 shares

    0.55% of the 13F portfolio, value $4,977,247.

    13F-HR 0001748278-25-000004 filed by JGP 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 16,614 shares
    Change vs previous 13F -1,479 shares

    0.44% of the 13F portfolio, value $3,632,412.

    13F-HR 0001085146-25-004190 filed by JGP 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 18,093 shares
    Change vs previous 13F -789 shares

    0.33% of the 13F portfolio, value $2,529,642.

    13F-HR 0001085146-25-001945 filed by JGP 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 18,882 shares
    Change vs previous 13F +20 shares

    0.41% of the 13F portfolio, value $3,146,501.

    13F-HR 0001085146-25-000202 filed by JGP 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 18,862 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,214,089.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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