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Disclosery

Private Wealth Partners, LLC: ORCL position timeline

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

Private Wealth Partners, LLC held 48,794 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,794 shares
    Change vs previous 13F -7,676 shares

    0.51% of the 13F portfolio, value $7,150,761.

    13F-HR 0001335851-26-000005 filed by Private 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 56,470 shares
    Change vs previous 13F +37,797 shares

    0.64% of the 13F portfolio, value $8,307,302.

    13F-HR 0001335851-26-000002 filed by Private 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 18,673 shares
    Change vs previous 13F +2,479 shares

    0.26% of the 13F portfolio, value $3,639,554.

    13F-HR 0001335851-26-000001 filed by Private 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 16,194 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $4,554,401.

    13F-HR 0001335851-25-000004 filed by Private 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 16,194 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $3,540,494.

    13F-HR 0001085146-25-004438 filed by Private 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 16,194 shares
    Change vs previous 13F -8,411 shares

    0.19% of the 13F portfolio, value $2,264,083.

    13F-HR 0001085146-25-002217 filed by Private 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 24,605 shares
    Change vs previous 13F -469 shares

    0.31% of the 13F portfolio, value $4,100,177.

    13F-HR 0001085146-25-000680 filed by Private 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 25,074 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,272,610.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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