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Disclosery

NewEdge Wealth, LLC: ORCL position timeline

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

NewEdge Wealth, LLC held 209,571 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,571 shares
    Change vs previous 13F +3,392 shares

    0.31% of the 13F portfolio, value $30,712,692.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 206,179 shares
    Change vs previous 13F -17,275 shares

    0.36% of the 13F portfolio, value $30,331,020.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 223,454 shares
    Change vs previous 13F +13,623 shares

    0.49% of the 13F portfolio, value $43,553,362.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 209,831 shares
    Change vs previous 13F +90,424 shares

    0.75% of the 13F portfolio, value $52,522,782.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 119,407 shares
    Change vs previous 13F +79,903 shares

    0.47% of the 13F portfolio, value $29,778,837.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 39,504 shares
    Change vs previous 13F -80,355 shares

    0.1% of the 13F portfolio, value $5,523,019.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 119,859 shares
    Change vs previous 13F +89,278 shares

    0.35% of the 13F portfolio, value $19,973,329.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 30,581 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,211,043.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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