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Disclosery

RMR Wealth Builders: ORCL position timeline

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

RMR Wealth Builders held 22,379 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,379 shares
    Change vs previous 13F +4,062 shares

    0.2% of the 13F portfolio, value $3,279,578.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 18,317 shares
    Change vs previous 13F +4,724 shares

    0.21% of the 13F portfolio, value $2,694,620.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 13,593 shares
    Change vs previous 13F +2,695 shares

    0.21% of the 13F portfolio, value $2,649,423.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 10,898 shares
    Change vs previous 13F +591 shares

    0.26% of the 13F portfolio, value $3,064,962.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 10,307 shares
    Change vs previous 13F +1,030 shares

    0.2% of the 13F portfolio, value $2,253,525.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 9,277 shares
    Change vs previous 13F +2,122 shares

    0.14% of the 13F portfolio, value $1,296,961.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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 7,155 shares
    Change vs previous 13F +5,675 shares

    0.12% of the 13F portfolio, value $1,192,299.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 1,480 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,196.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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