Skip to content
Disclosery

Rockline Wealth Management, LLC: ORCL position timeline

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

Rockline Wealth Management, LLC held 61,080 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 61,080 shares
    Change vs previous 13F +582 shares

    1.71% of the 13F portfolio, value $8,951,391.

    13F-HR 0001172661-26-002781 filed by Rockline Wealth Management, 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 60,498 shares
    Change vs previous 13F +446 shares

    1.93% of the 13F portfolio, value $8,899,834.

    13F-HR 0001172661-26-001574 filed by Rockline Wealth Management, 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 60,052 shares
    Change vs previous 13F +3,050 shares

    2.39% of the 13F portfolio, value $11,704,802.

    13F-HR 0001172661-26-000560 filed by Rockline Wealth Management, 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 57,002 shares
    Change vs previous 13F +3,706 shares

    3.32% of the 13F portfolio, value $16,031,349.

    13F-HR 0001172661-25-004538 filed by Rockline Wealth Management, 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 53,296 shares
    Change vs previous 13F +2,687 shares

    2.76% of the 13F portfolio, value $11,652,185.

    13F-HR 0001172661-25-002900 filed by Rockline Wealth Management, 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 50,609 shares
    Change vs previous 13F +23,208 shares

    1.97% of the 13F portfolio, value $7,075,659.

    13F-HR 0001172661-25-001525 filed by Rockline Wealth Management, 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 27,401 shares
    Change vs previous 13F +1,560 shares

    1.22% of the 13F portfolio, value $4,566,097.

    13F-HR 0001172661-25-000354 filed by Rockline Wealth Management, 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 25,841 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,403,302.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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