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Disclosery

Sterling Wealth Management, Inc.: ORCL position timeline

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

Sterling Wealth Management, Inc. held 0 ORCL shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -919 shares

    13F-HR 0001172661-26-000911 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-09-30
    13F 919 shares
    Change vs previous 13F -241 shares

    0.08% of the 13F portfolio, value $258,460.

    13F-HR 0001172661-25-005196 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,160 shares
    Change vs previous 13F -695 shares

    0.09% of the 13F portfolio, value $253,611.

    13F-HR 0001172661-25-003401 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,855 shares
    Change vs previous 13F -97 shares

    0.11% of the 13F portfolio, value $309,117.

    13F-HR 0001172661-25-001058 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,952 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $332,621.

    13F-HR 0001172661-24-005120 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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