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Disclosery

NWAM LLC: ORCL position timeline

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

NWAM LLC held 18,334 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,334 shares
    Change vs previous 13F +3,195 shares

    0.13% of the 13F portfolio, value $2,686,853.

    13F-HR 0001655006-26-000005 filed by NWAM 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 15,139 shares
    Change vs previous 13F -1,587 shares

    0.13% of the 13F portfolio, value $2,227,061.

    13F-HR 0001655006-26-000004 filed by NWAM 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 16,726 shares
    Change vs previous 13F -2,575 shares

    0.18% of the 13F portfolio, value $3,155,378.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 19,301 shares
    Change vs previous 13F +367 shares

    0.29% of the 13F portfolio, value $5,385,585.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 18,934 shares
    Change vs previous 13F +10,216 shares

    0.26% of the 13F portfolio, value $4,500,552.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 8,718 shares
    Change vs previous 13F -5,145 shares

    0.1% of the 13F portfolio, value $1,218,864.

    13F-HR 0001085146-25-002583 filed by NWAM 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 13,863 shares
    Change vs previous 13F -681 shares

    0.14% of the 13F portfolio, value $2,310,118.

    13F-HR 0001085146-25-000766 filed by NWAM 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 14,544 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,478,344.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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