MOR Wealth Management, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOR Wealth Management, LLC on ORCL, newest first. How the timeline and the estimate are built.
MOR Wealth Management, LLC held 3,313 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,313 sharesChange vs previous 13F -732 shares
0.19% of the 13F portfolio, value $485,462.
13F-HR 0002092389-26-000005 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,045 sharesChange vs previous 13F -631 shares
0.27% of the 13F portfolio, value $595,002.
13F-HR 0002092389-26-000003 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,676 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $911,322.
13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).