Serenus Wealth Advisors, LLC: ORCL position timeline

Serenus Wealth Advisors, LLC held 2,501 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,501 shares

   Change vs previous 13F -101 shares

   0.06% of the 13F portfolio, value $366,522.

   13F-HR 0001765380-26-000283 filed by Serenus Wealth Advisors, LLC
   Filed 2026-08-05 (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).

2. period ended2026-03-31

   13F 2,602 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $382,780.

   13F-HR 0001765380-26-000126 filed by Serenus Wealth Advisors, LLC
   Filed 2026-04-27 (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).

3. period ended2025-12-31

   13F 2,602 shares

   Change vs previous 13F +2,602 shares

   0.1% of the 13F portfolio, value $507,156.

   13F-HR 0001765380-26-000048 filed by Serenus Wealth Advisors, LLC
   Filed 2026-01-28 (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).

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,152 shares

   13F-HR 0001765380-25-000444 filed by Serenus Wealth Advisors, LLC
   Filed 2025-11-07 (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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 1,152 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $251,862.

   13F-HR 0001765380-25-000373 filed by Serenus Wealth Advisors, LLC
   Filed 2025-08-13 (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).