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Meriwether Wealth & Planning, LLC: ORCL position timeline

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

Meriwether Wealth & Planning, LLC held 5,919 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,919 shares
    Change vs previous 13F -440 shares

    0.43% of the 13F portfolio, value $867,429.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, 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 6,359 shares
    Change vs previous 13F +1,140 shares

    0.51% of the 13F portfolio, value $935,472.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, 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 5,219 shares
    Change vs previous 13F +309 shares

    0.57% of the 13F portfolio, value $1,017,235.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, 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 4,910 shares
    Change vs previous 13F -4,931 shares

    0.8% of the 13F portfolio, value $1,380,888.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, 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 9,841 shares
    Change vs previous 13F -96 shares

    1.35% of the 13F portfolio, value $2,151,538.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, 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 9,937 shares
    Change vs previous 13F -1,188 shares

    0.91% of the 13F portfolio, value $1,389,292.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, 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 11,125 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,853,870.

    13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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