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PBMares Wealth Management LLC: ORCL position timeline

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

PBMares Wealth Management LLC held 7,225 ORCL shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,225 shares
    Change vs previous 13F +9 shares

    0.33% of the 13F portfolio, value $2,032,096.

    13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,216 shares
    Change vs previous 13F -3,654 shares

    0.29% of the 13F portfolio, value $1,577,720.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 10,870 shares
    Change vs previous 13F -1,553 shares

    0.3% of the 13F portfolio, value $1,519,754.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 12,423 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,070,204.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 12,423 shares
    Change vs previous 13F -253 shares

    0.44% of the 13F portfolio, value $2,116,898.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 12,676 shares
    Change vs previous 13F -416 shares

    0.44% of the 13F portfolio, value $1,789,866.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 13,092 shares
    Change vs previous 13F +278 shares

    0.43% of the 13F portfolio, value $1,644,500.

    13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 12,814 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,350,991.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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