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MCCARTER PRIVATE WEALTH SERVICES LLC: ORCL position timeline

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

MCCARTER PRIVATE WEALTH SERVICES LLC held 6,438 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,438 shares
    Change vs previous 13F +1,870 shares

    0.33% of the 13F portfolio, value $943,489.

    13F-HR 0001172661-26-003080 filed by MCCARTER PRIVATE WEALTH SERVICES 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 4,568 shares
    Change vs previous 13F +343 shares

    0.29% of the 13F portfolio, value $671,998.

    13F-HR 0001172661-26-001994 filed by MCCARTER PRIVATE WEALTH SERVICES 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 4,225 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $823,495.

    13F-HR 0001172661-26-000588 filed by MCCARTER PRIVATE WEALTH SERVICES 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 4,225 shares
    Change vs previous 13F -10 shares

    0.61% of the 13F portfolio, value $1,188,239.

    13F-HR 0001172661-25-004381 filed by MCCARTER PRIVATE WEALTH SERVICES 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 4,235 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $925,898.

    13F-HR 0001172661-25-002869 filed by MCCARTER PRIVATE WEALTH SERVICES 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 4,235 shares
    Change vs previous 13F +575 shares

    0.39% of the 13F portfolio, value $592,096.

    13F-HR 0001172661-25-001841 filed by MCCARTER PRIVATE WEALTH SERVICES 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 3,660 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $609,902.

    13F-HR 0001172661-25-001065 filed by MCCARTER PRIVATE WEALTH SERVICES 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 3,660 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $623,664.

    13F-HR 0001172661-24-005338 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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