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Marks Group Wealth Management, Inc: ORCL position timeline

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

Marks Group Wealth Management, Inc held 33,279 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 33,279 shares
    Change vs previous 13F -16,757 shares

    0.42% of the 13F portfolio, value $4,876,973.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 50,036 shares
    Change vs previous 13F +8,343 shares

    0.71% of the 13F portfolio, value $7,360,831.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    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 41,693 shares
    Change vs previous 13F +25,983 shares

    0.78% of the 13F portfolio, value $8,126,365.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 15,710 shares
    Change vs previous 13F +4,278 shares

    0.41% of the 13F portfolio, value $4,418,196.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 11,432 shares
    Change vs previous 13F -1,607 shares

    0.23% of the 13F portfolio, value $2,499,478.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 13,039 shares
    Change vs previous 13F -141 shares

    0.18% of the 13F portfolio, value $1,822,983.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    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 13,180 shares
    Change vs previous 13F -202 shares

    0.22% of the 13F portfolio, value $2,196,389.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    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 13,382 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,280,368.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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