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Disclosery

Obermeyer Wealth Partners: ORCL position timeline

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

Obermeyer Wealth Partners held 7,002 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,002 shares
    Change vs previous 13F +199 shares

    0.04% of the 13F portfolio, value $1,026,215.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 6,803 shares
    Change vs previous 13F +43 shares

    0.05% of the 13F portfolio, value $1,000,862.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 6,760 shares
    Change vs previous 13F -3,404 shares

    0.06% of the 13F portfolio, value $1,317,555.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 10,164 shares
    Change vs previous 13F -490 shares

    0.13% of the 13F portfolio, value $2,858,642.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 10,654 shares
    Change vs previous 13F -170 shares

    0.12% of the 13F portfolio, value $2,329,376.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 10,824 shares
    Change vs previous 13F -154,218 shares

    0.08% of the 13F portfolio, value $1,513,363.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 165,042 shares
    Change vs previous 13F -10,839 shares

    1.43% of the 13F portfolio, value $27,502,573.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 175,881 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $29,970,121.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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