Skip to content
Disclosery

LWM Advisory Services, LLC: ORCL position timeline

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

LWM Advisory Services, LLC held 2,205 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,205 shares
    Change vs previous 13F +528 shares

    0.58% of the 13F portfolio, value $323,137.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 1,677 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $246,698.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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