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SteelPeak Wealth, LLC: ORCL position timeline

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

SteelPeak Wealth, LLC held 14,262 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,262 shares
    Change vs previous 13F -8,260 shares

    0.05% of the 13F portfolio, value $2,090,070.

    13F-HR 0001801868-26-000003 filed by SteelPeak 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 22,522 shares
    Change vs previous 13F +12,050 shares

    0.1% of the 13F portfolio, value $3,313,247.

    13F-HR 0001801868-26-000002 filed by SteelPeak 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 10,472 shares
    Change vs previous 13F +1,664 shares

    0.07% of the 13F portfolio, value $2,041,120.

    13F-HR 0001801868-26-000001 filed by SteelPeak 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 8,808 shares
    Change vs previous 13F +1,983 shares

    0.08% of the 13F portfolio, value $2,477,061.

    13F-HR 0001801868-25-000003 filed by SteelPeak 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 6,825 shares
    Change vs previous 13F -3,851 shares

    0.06% of the 13F portfolio, value $1,492,236.

    13F-HR 0001221073-25-000064 filed by SteelPeak 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 10,676 shares
    Change vs previous 13F -5,995 shares

    0.06% of the 13F portfolio, value $1,492,558.

    13F-HR 0001221073-25-000042 filed by SteelPeak 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 16,671 shares
    Change vs previous 13F +1,696 shares

    0.12% of the 13F portfolio, value $2,778,093.

    13F-HR 0001221073-25-000006 filed by SteelPeak 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 14,975 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,551,740.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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