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Disclosery

Naviter Wealth, LLC: ORCL position timeline

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

Naviter Wealth, LLC held 15,925 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,925 shares
    Change vs previous 13F +3,094 shares

    0.21% of the 13F portfolio, value $2,333,805.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 12,831 shares
    Change vs previous 13F +3,293 shares

    0.24% of the 13F portfolio, value $1,887,557.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 9,538 shares
    Change vs previous 13F -2,236 shares

    0.24% of the 13F portfolio, value $1,859,065.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 11,774 shares
    Change vs previous 13F +1,069 shares

    0.39% of the 13F portfolio, value $3,311,330.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 10,705 shares
    Change vs previous 13F -381 shares

    0.29% of the 13F portfolio, value $2,340,434.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 11,086 shares
    Change vs previous 13F +323 shares

    0.19% of the 13F portfolio, value $1,561,734.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 10,763 shares
    Change vs previous 13F +3,562 shares

    0.22% of the 13F portfolio, value $1,793,546.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 7,201 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,227,050.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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