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Disclosery

KEYVANTAGE WEALTH, LLC: ORCL position timeline

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

KEYVANTAGE WEALTH, LLC held 0 ORCL shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,690 shares

    13F-HR 0001765380-26-000153 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,690 shares
    Change vs previous 13F -573 shares

    0.14% of the 13F portfolio, value $329,341.

    13F-HR 0001765380-26-000084 filed by KEYVANTAGE 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 2,263 shares
    Change vs previous 13F +630 shares

    0.27% of the 13F portfolio, value $636,370.

    13F-HR 0001765380-25-000448 filed by KEYVANTAGE 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 1,633 shares
    Change vs previous 13F +25 shares

    0.16% of the 13F portfolio, value $356,981.

    13F-HR 0001765380-25-000319 filed by KEYVANTAGE 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 1,608 shares
    Change vs previous 13F -484 shares

    0.11% of the 13F portfolio, value $224,837.

    13F-HR 0001765380-25-000182 filed by KEYVANTAGE 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 2,092 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $348,644.

    13F-HR 0001765380-25-000113 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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