Plan A Wealth LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on ORCL, newest first. How the timeline and the estimate are built.
Plan A Wealth LLC held 2,803 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 2,803 sharesChange vs previous 13F -7 shares
0.14% of the 13F portfolio, value $384,885.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted , ingested - period ended2026-06-3013F 2,810 sharesChange vs previous 13F +262 shares
0.18% of the 13F portfolio, value $411,829.
13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,548 sharesChange vs previous 13F +68 shares
0.18% of the 13F portfolio, value $374,852.
13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,480 sharesChange vs previous 13F -47 shares
0.24% of the 13F portfolio, value $483,389.
13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,527 sharesChange vs previous 13F +125 shares
0.36% of the 13F portfolio, value $710,703.
13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,402 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $525,149.
13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).