Skip to content
Disclosery

Merriman Wealth Management, LLC: ORCL position timeline

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

Merriman Wealth Management, LLC held 3,965 ORCL shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,965 shares
    Change vs previous 13F +586 shares

    0.03% of the 13F portfolio, value $660,810.

    13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,379 shares
    Change vs previous 13F +125 shares

    0.02% of the 13F portfolio, value $575,866.

    13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,254 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $459,535.

    13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,404 shares
    Change vs previous 13F -272 shares

    0.02% of the 13F portfolio, value $427,577.

    13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 3,676 shares
    Change vs previous 13F +403 shares

    0.02% of the 13F portfolio, value $387,561.

    13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 3,273 shares
    Change vs previous 13F -123 shares

    0.02% of the 13F portfolio, value $346,661.

    13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 3,396 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $404,415.

    13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 3,437 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $319,409.

    13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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