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Disclosery

JPL Wealth Management, LLC: ORCL position timeline

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

JPL Wealth Management, LLC held 4,096 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,096 shares
    Change vs previous 13F -354 shares

    0.12% of the 13F portfolio, value $600,259.

    13F-HR 0002010710-26-000005 filed by JPL 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/A 4,450 shares
    Change vs previous 13F +156 shares

    0.15% of the 13F portfolio, value $654,630.

    13F-HR/A 0002010710-26-000004 filed by JPL 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 4,294 shares
    Change vs previous 13F -543 shares

    0.2% of the 13F portfolio, value $836,929.

    13F-HR 0002010710-26-000001 filed by JPL 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 4,837 shares
    Change vs previous 13F +283 shares

    0.32% of the 13F portfolio, value $1,360,337.

    13F-HR 0002010710-25-000008 filed by JPL 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 4,554 shares
    Change vs previous 13F -88 shares

    0.27% of the 13F portfolio, value $995,625.

    13F-HR 0002010710-25-000005 filed by JPL 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/A 4,642 shares
    Change vs previous 13F -118 shares

    0.19% of the 13F portfolio, value $648,988.

    13F-HR/A 0002010710-25-000003 filed by JPL 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 4,760 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $793,194.

    13F-HR 0002010710-25-000001 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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