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Disclosery

MBL Wealth, LLC: ORCL position timeline

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

MBL Wealth, LLC held 9,233 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,233 shares
    Change vs previous 13F +1,835 shares

    0.09% of the 13F portfolio, value $1,353,097.

    13F-HR 0001437749-26-023609 filed by MBL 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 7,398 shares
    Change vs previous 13F -895 shares

    0.08% of the 13F portfolio, value $1,088,320.

    13F-HR 0001437749-26-013587 filed by MBL 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 8,293 shares
    Change vs previous 13F +1,599 shares

    0.13% of the 13F portfolio, value $1,616,389.

    13F-HR 0001437749-26-001627 filed by MBL 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 6,694 shares
    Change vs previous 13F -1,218 shares

    0.16% of the 13F portfolio, value $1,882,622.

    13F-HR 0001437749-25-031122 filed by MBL 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 7,912 shares
    Change vs previous 13F -2,327 shares

    0.17% of the 13F portfolio, value $1,729,802.

    13F-HR 0001437749-25-023178 filed by MBL 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 10,239 shares
    Change vs previous 13F +840 shares

    0.15% of the 13F portfolio, value $1,431,516.

    13F-HR 0001437749-25-017955 filed by MBL 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 9,399 shares
    Change vs previous 13F +4,265 shares

    0.16% of the 13F portfolio, value $1,566,250.

    13F-HR 0001437749-25-012433 filed by MBL 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 5,134 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $874,834.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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