Skip to content
Disclosery

Simplicity Wealth,LLC: ORCL position timeline

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

Simplicity Wealth,LLC held 50,546 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,546 shares
    Change vs previous 13F +21,075 shares

    0.25% of the 13F portfolio, value $7,407,416.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 29,471 shares
    Change vs previous 13F +4,121 shares

    0.25% of the 13F portfolio, value $4,335,464.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 25,350 shares
    Change vs previous 13F -12,899 shares

    0.29% of the 13F portfolio, value $4,940,954.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 38,249 shares
    Change vs previous 13F -11,109 shares

    0.62% of the 13F portfolio, value $10,757,081.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 49,358 shares
    Change vs previous 13F +23,668 shares

    0.45% of the 13F portfolio, value $10,791,096.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 25,690 shares
    Change vs previous 13F +19,090 shares

    0.28% of the 13F portfolio, value $3,591,776.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 6,600 shares
    Change vs previous 13F -5,146 shares

    0.23% of the 13F portfolio, value $1,099,801.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 11,746 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,001,552.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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