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JOURNEY STRATEGIC WEALTH LLC: ORCL position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 18,457 ORCL shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,457 shares
    Change vs previous 13F +1,566 shares

    0.07% of the 13F portfolio, value $2,715,328.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 16,891 shares
    Change vs previous 13F -1,071 shares

    0.09% of the 13F portfolio, value $3,292,315.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 17,962 shares
    Change vs previous 13F +214 shares

    0.14% of the 13F portfolio, value $5,051,712.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 17,748 shares
    Change vs previous 13F +5,679 shares

    0.13% of the 13F portfolio, value $3,880,448.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,069 shares
    Change vs previous 13F -1,268 shares

    0.06% of the 13F portfolio, value $1,687,497.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,337 shares
    Change vs previous 13F -129 shares

    0.08% of the 13F portfolio, value $2,222,514.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,466 shares
    Change vs previous 13F +4,289 shares

    0.08% of the 13F portfolio, value $2,294,644.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,177 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,295,824.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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