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Disclosery

Marcum Wealth, LLC: ORCL position timeline

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

Marcum Wealth, LLC held 12,762 ORCL shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 12,762 shares
    Change vs previous 13F +88 shares

    0.15% of the 13F portfolio, value $1,784,303.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 12,674 shares
    Change vs previous 13F -408 shares

    0.18% of the 13F portfolio, value $2,112,013.

    13F-HR 0001784450-25-000001 filed by Marcum 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 ended2024-09-30
    13F 13,082 shares
    Change vs previous 13F -501 shares

    0.21% of the 13F portfolio, value $2,229,249.

    13F-HR 0001784450-24-000006 filed by Marcum 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 ended2024-06-30
    13F 13,583 shares
    Change vs previous 13F +586 shares

    0.19% of the 13F portfolio, value $1,917,855.

    13F-HR 0001784450-24-000004 filed by Marcum 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 ended2024-03-31
    13F 12,997 shares
    Change vs previous 13F +1,044 shares

    0.17% of the 13F portfolio, value $1,632,574.

    13F-HR 0001784450-24-000003 filed by Marcum 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 ended2023-12-31
    13F 11,953 shares
    Change vs previous 13F +404 shares

    0.13% of the 13F portfolio, value $1,260,183.

    13F-HR 0001784450-24-000001 filed by Marcum 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 ended2023-09-30
    13F 11,549 shares
    Change vs previous 13F -229 shares

    0.15% of the 13F portfolio, value $1,223,308.

    13F-HR 0001784450-23-000005 filed by Marcum 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 ended2023-06-30
    13F 11,778 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,402,641.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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