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
- period ended2026-06-3013F 12,411 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,701 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,643 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,447 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,827 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,675 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,632 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,597 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).