Skip to content
Disclosery

Perigon Wealth Management, LLC: ORCL position timeline

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

Perigon Wealth Management, LLC held 40,148 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,148 shares
    Change vs previous 13F +2,404 shares

    0.09% of the 13F portfolio, value $5,883,704.

    13F-HR 0001951757-26-001189 filed by Perigon 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 ended2026-03-31
    13F 37,744 shares
    Change vs previous 13F +4,642 shares

    0.1% of the 13F portfolio, value $5,552,524.

    13F-HR 0001951757-26-000567 filed by Perigon 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 ended2025-12-31
    13F 33,102 shares
    Change vs previous 13F -1,371 shares

    0.12% of the 13F portfolio, value $6,451,865.

    13F-HR 0001951757-26-000202 filed by Perigon 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 ended2025-09-30
    13F 34,473 shares
    Change vs previous 13F +6,271 shares

    0.2% of the 13F portfolio, value $9,695,168.

    13F-HR 0001951757-25-001161 filed by Perigon 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 ended2025-06-30
    13F 28,202 shares
    Change vs previous 13F -1,361 shares

    0.14% of the 13F portfolio, value $6,165,844.

    13F-HR 0001951757-25-000869 filed by Perigon 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 ended2025-03-31
    13F 29,563 shares
    Change vs previous 13F +980 shares

    0.11% of the 13F portfolio, value $4,133,264.

    13F-HR 0001951757-25-000439 filed by Perigon 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 ended2024-12-31
    13F 28,583 shares
    Change vs previous 13F +549 shares

    0.11% of the 13F portfolio, value $4,560,185.

    13F-HR 0001951757-25-000106 filed by Perigon 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 ended2024-09-30
    13F 28,034 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,776,985.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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