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Disclosery

MA Private Wealth: ORCL position timeline

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

MA Private Wealth held 1,919 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,919 shares
    Change vs previous 13F -278 shares

    0.04% of the 13F portfolio, value $281,268.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 2,197 shares
    Change vs previous 13F +31 shares

    0.05% of the 13F portfolio, value $323,239.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 2,166 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $422,226.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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