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ParenteBeard Wealth Management, LLC: ORCL position timeline

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

ParenteBeard Wealth Management, LLC held 527 ORCL shares at 2014-12-31 per its 13F-HR filed 2015-01-28.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 527 shares
    Change vs previous 13F -11,192 shares

    13F-HR 0001515072-15-000001 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  2. period ended2014-09-30
    13F 11,719 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $449,000.

    13F-HR 0001515072-14-000004 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 11,719 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $475,000.

    13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 11,719 shares
    Change vs previous 13F -514 shares

    0.24% of the 13F portfolio, value $479,424.

    13F-HR 0001515072-14-000002 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 12,233 shares
    Change vs previous 13F -734 shares

    0.18% of the 13F portfolio, value $468,000.

    13F-HR 0001515072-14-000001 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 12,967 shares
    Change vs previous 13F -300 shares

    0.21% of the 13F portfolio, value $430,000.

    13F-HR 0001515072-13-000008 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-06-30
    13F 13,267 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $407,000.

    13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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