Skip to content
Disclosery

Modera Wealth Management, LLC: ORCL position timeline

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

Modera Wealth Management, LLC held 96,055 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,055 shares
    Change vs previous 13F -1,686 shares

    0.15% of the 13F portfolio, value $14,076,871.

    13F-HR 0001398344-26-013292 filed by Modera 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 ended2026-03-31
    13F 97,741 shares
    Change vs previous 13F -2,111 shares

    0.17% of the 13F portfolio, value $14,378,690.

    13F-HR 0001398344-26-008552 filed by Modera 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 ended2025-12-31
    13F 99,852 shares
    Change vs previous 13F -1,338 shares

    0.23% of the 13F portfolio, value $19,462,068.

    13F-HR 0001398344-26-000944 filed by Modera 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 ended2025-09-30
    13F 101,190 shares
    Change vs previous 13F +1,113 shares

    0.33% of the 13F portfolio, value $28,458,696.

    13F-HR 0001398344-25-020069 filed by Modera 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 ended2025-06-30
    13F 100,077 shares
    Change vs previous 13F -289 shares

    0.27% of the 13F portfolio, value $21,879,862.

    13F-HR 0001398344-25-014578 filed by Modera 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 ended2025-03-31
    13F 100,366 shares
    Change vs previous 13F -321 shares

    0.19% of the 13F portfolio, value $14,032,111.

    13F-HR 0001398344-25-008976 filed by Modera 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 ended2024-12-31
    13F 100,687 shares
    Change vs previous 13F -532 shares

    0.2% of the 13F portfolio, value $16,778,541.

    13F-HR 0001398344-25-002046 filed by Modera 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 ended2024-09-30
    13F 101,219 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,247,730.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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