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Disclosery

Portside Wealth Group, LLC: ORCL position timeline

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

Portside Wealth Group, LLC held 36,778 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,778 shares
    Change vs previous 13F -2,469 shares

    0.63% of the 13F portfolio, value $5,389,793.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 39,247 shares
    Change vs previous 13F -14,459 shares

    0.78% of the 13F portfolio, value $5,773,644.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 53,706 shares
    Change vs previous 13F -2,949 shares

    1.42% of the 13F portfolio, value $10,467,836.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 56,655 shares
    Change vs previous 13F -7,789 shares

    2.21% of the 13F portfolio, value $15,933,564.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 64,444 shares
    Change vs previous 13F -3,832 shares

    2.09% of the 13F portfolio, value $14,089,478.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 68,276 shares
    Change vs previous 13F +6,338 shares

    1.56% of the 13F portfolio, value $9,545,637.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 61,938 shares
    Change vs previous 13F +9,633 shares

    1.71% of the 13F portfolio, value $10,321,405.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 52,305 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $8,912,754.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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