Skip to content
Disclosery

Rothschild Wealth LLC: ORCL position timeline

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

Rothschild Wealth LLC held 8,046 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,046 shares
    Change vs previous 13F +1,987 shares

    0.09% of the 13F portfolio, value $1,179,186.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 6,059 shares
    Change vs previous 13F +675 shares

    0.08% of the 13F portfolio, value $891,400.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 5,384 shares
    Change vs previous 13F +3,595 shares

    0.1% of the 13F portfolio, value $1,049,401.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 1,789 shares
    Change vs previous 13F +258 shares

    0.11% of the 13F portfolio, value $503,012.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 1,531 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $334,723.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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