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Disclosery

Peterson Wealth Services: ORCL position timeline

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

Peterson Wealth Services held 26,258 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,258 shares
    Change vs previous 13F -555 shares

    0.84% of the 13F portfolio, value $3,848,174.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 26,813 shares
    Change vs previous 13F +562 shares

    0.97% of the 13F portfolio, value $3,944,516.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 26,251 shares
    Change vs previous 13F +24,584 shares

    1.31% of the 13F portfolio, value $5,116,499.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 1,667 shares
    Change vs previous 13F -24,809 shares

    2.05% of the 13F portfolio, value $7,423,648.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 26,476 shares
    Change vs previous 13F +418 shares

    1.59% of the 13F portfolio, value $5,788,554.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 26,058 shares
    Change vs previous 13F +17,230 shares

    1.13% of the 13F portfolio, value $3,643,215.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 8,828 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,471,098.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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