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MISSION WEALTH MANAGEMENT, LP: ORCL position timeline

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

MISSION WEALTH MANAGEMENT, LP held 110,951 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,951 shares
    Change vs previous 13F +32,743 shares

    0.2% of the 13F portfolio, value $16,259,813.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 78,208 shares
    Change vs previous 13F +11,431 shares

    0.24% of the 13F portfolio, value $11,505,195.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 66,777 shares
    Change vs previous 13F -7,679 shares

    0.27% of the 13F portfolio, value $13,015,438.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 74,456 shares
    Change vs previous 13F +25,828 shares

    0.43% of the 13F portfolio, value $20,940,097.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 48,628 shares
    Change vs previous 13F -5,662 shares

    0.23% of the 13F portfolio, value $10,631,541.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 54,290 shares
    Change vs previous 13F -13,907 shares

    0.19% of the 13F portfolio, value $7,590,314.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 68,197 shares
    Change vs previous 13F +8,115 shares

    0.27% of the 13F portfolio, value $11,364,289.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 60,082 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $10,237,916.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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