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Disclosery

POTENTIA WEALTH: ORCL position timeline

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

POTENTIA WEALTH held 5,220 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,220 shares
    Change vs previous 13F -6,208 shares

    0.31% of the 13F portfolio, value $764,991.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 11,428 shares
    Change vs previous 13F +93 shares

    0.65% of the 13F portfolio, value $1,681,173.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 11,335 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $2,209,306.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 11,335 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $3,187,856.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 11,335 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $2,478,172.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 11,335 shares
    Change vs previous 13F -532 shares

    0.74% of the 13F portfolio, value $1,584,748.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 11,867 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,977,517.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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