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McGlone Suttner Wealth Management, Inc.: ORCL position timeline

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

McGlone Suttner Wealth Management, Inc. held 2,943 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,943 shares
    Change vs previous 13F +569 shares

    0.05% of the 13F portfolio, value $431,233.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner 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 2,374 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $349,272.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner 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 2,373 shares
    Change vs previous 13F -470 shares

    0.06% of the 13F portfolio, value $462,501.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner 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 2,843 shares
    Change vs previous 13F -2 shares

    0.11% of the 13F portfolio, value $799,465.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner 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 2,845 shares
    Change vs previous 13F -793 shares

    0.09% of the 13F portfolio, value $621,952.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner 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 3,638 shares
    Change vs previous 13F -1,127 shares

    0.08% of the 13F portfolio, value $508,688.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner 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 4,765 shares
    Change vs previous 13F +218 shares

    0.13% of the 13F portfolio, value $794,097.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner 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 4,547 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $774,846.

    13F-HR 0001964819-24-000004 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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