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Disclosery

Principle Wealth Partners LLC: ORCL position timeline

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

Principle Wealth Partners LLC held 58,580 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 58,580 shares
    Change vs previous 13F -32 shares

    0.42% of the 13F portfolio, value $8,584,972.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 58,612 shares
    Change vs previous 13F +872 shares

    0.49% of the 13F portfolio, value $8,622,338.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 57,740 shares
    Change vs previous 13F +316 shares

    0.63% of the 13F portfolio, value $11,254,201.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 57,424 shares
    Change vs previous 13F -2,584 shares

    0.94% of the 13F portfolio, value $16,150,066.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 60,008 shares
    Change vs previous 13F -1,879 shares

    0.82% of the 13F portfolio, value $13,119,658.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 61,887 shares
    Change vs previous 13F +1,780 shares

    0.62% of the 13F portfolio, value $8,652,491.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 60,107 shares
    Change vs previous 13F -3,603 shares

    0.7% of the 13F portfolio, value $10,016,314.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 63,710 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $10,856,269.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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