Kolinsky Wealth Management, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kolinsky Wealth Management, LLC on ORCL, newest first. How the timeline and the estimate are built.
Kolinsky Wealth Management, LLC held 2,898 ORCL shares at 2024-12-31 per its 13F-HR filed 2025-02-18.
the latest 13F is the newest step
- period ended2024-12-3113F 2,898 sharesChange vs previous 13F +105 shares
0.29% of the 13F portfolio, value $482,923.
13F-HR 0001904326-25-000001 filed by Kolinsky Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,793 sharesChange vs previous 13F +290 shares
0.31% of the 13F portfolio, value $475,927.
13F-HR 0001904326-24-000005 filed by Kolinsky Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,503 sharesChange vs previous 13F -213 shares
0.25% of the 13F portfolio, value $353,424.
13F-HR 0001904326-24-000003 filed by Kolinsky Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,716 sharesChange vs previous 13F -1,005 shares
0.26% of the 13F portfolio, value $341,157.
13F-HR 0001904326-24-000002 filed by Kolinsky Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 3,721 sharesChange vs previous 13F -124 shares
0.35% of the 13F portfolio, value $392,305.
13F-HR 0001904326-24-000001 filed by Kolinsky Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 3,845 sharesChange vs previous 13F -84 shares
0.4% of the 13F portfolio, value $407,262.
13F-HR 0001904326-23-000003 filed by Kolinsky Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 3,929 sharesChange vs previous 13F +169 shares
0.44% of the 13F portfolio, value $462,758.
13F-HR 0001904326-23-000002 filed by Kolinsky Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 3,760 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $349,000.
13F-HR 0001904326-23-000001 filed by Kolinsky Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).