Retirement Wealth Solutions LLC: ORCL position timeline

Retirement Wealth Solutions LLC held 693 ORCL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 693 shares

   Change vs previous 13F +16 shares

   0.05% of the 13F portfolio, value $95,083.

   13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
   Accepted 2026-10-07 17:06:07 UTC, ingested 2026-10-07 17:07:30 UTC

2. period ended2026-06-30

   13F 677 shares

   Change vs previous 13F -11 shares

   0.05% of the 13F portfolio, value $99,274.

   13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 688 shares

   Change vs previous 13F +90 shares

   0.06% of the 13F portfolio, value $101,260.

   13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 598 shares

   Change vs previous 13F -98 shares

   0.07% of the 13F portfolio, value $116,606.

   13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 696 shares

   Change vs previous 13F 0 shares

   0.13% of the 13F portfolio, value $195,802.

   13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 696 shares

   Change vs previous 13F +98 shares

   0.11% of the 13F portfolio, value $152,200.

   13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 598 shares

   Change vs previous 13F -58 shares

   0.07% of the 13F portfolio, value $83,615.

   13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 656 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $101,352.

   13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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