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Disclosery

Maia Wealth LLC: ORCL position timeline

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

Maia Wealth LLC held 3,120 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 3,120 shares
    Change vs previous 13F -294 shares

    0.07% of the 13F portfolio, value $457,245.

    13F-HR 0002010858-26-000005 filed by Maia Wealth 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 3,414 shares
    Change vs previous 13F -225 shares

    0.08% of the 13F portfolio, value $502,174.

    13F-HR 0002010858-26-000004 filed by Maia 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 ended2025-12-31
    13F 3,639 shares
    Change vs previous 13F -78 shares

    0.1% of the 13F portfolio, value $569,472.

    13F-HR 0002010858-26-000001 filed by Maia 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 ended2025-09-30
    13F 3,717 shares
    Change vs previous 13F -950 shares

    0.15% of the 13F portfolio, value $895,238.

    13F-HR 0002010858-25-000006 filed by Maia 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 ended2025-06-30
    13F 4,667 shares
    Change vs previous 13F -1,627 shares

    0.19% of the 13F portfolio, value $1,020,261.

    13F-HR 0002010858-25-000004 filed by Maia 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 ended2025-03-31
    13F 6,294 shares
    Change vs previous 13F -93 shares

    0.19% of the 13F portfolio, value $847,461.

    13F-HR 0002010858-25-000003 filed by Maia Wealth 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 6,387 shares
    Change vs previous 13F +1,009 shares

    0.22% of the 13F portfolio, value $1,010,904.

    13F-HR 0002010858-25-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,378 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $937,777.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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