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Marion Wealth Management: ORCL position timeline

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

Marion Wealth Management held 12,411 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,411 shares
    Change vs previous 13F -290 shares

    0.37% of the 13F portfolio, value $1,818,882.

    13F-HR 0001911097-26-000003 filed by Marion Wealth Management
    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 12,701 shares
    Change vs previous 13F +58 shares

    0.41% of the 13F portfolio, value $1,868,468.

    13F-HR 0001911097-26-000002 filed by Marion Wealth Management
    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 12,643 shares
    Change vs previous 13F +196 shares

    0.5% of the 13F portfolio, value $2,239,863.

    13F-HR 0001911097-26-000001 filed by Marion Wealth Management
    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 12,447 shares
    Change vs previous 13F -1,380 shares

    0.83% of the 13F portfolio, value $3,500,608.

    13F-HR 0001911097-25-000006 filed by Marion Wealth Management
    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 13,827 shares
    Change vs previous 13F +152 shares

    0.76% of the 13F portfolio, value $3,022,997.

    13F-HR 0001911097-25-000004 filed by Marion Wealth Management
    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 13,675 shares
    Change vs previous 13F +43 shares

    0.51% of the 13F portfolio, value $1,911,902.

    13F-HR 0001911097-25-000002 filed by Marion Wealth Management
    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 13,632 shares
    Change vs previous 13F +35 shares

    0.6% of the 13F portfolio, value $2,271,636.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    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 13,597 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,316,929.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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