Skip to content
Disclosery

Strait & Sound Wealth Management LLC: ORCL position timeline

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

Strait & Sound Wealth Management LLC held 14,640 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,640 shares
    Change vs previous 13F -103 shares

    0.75% of the 13F portfolio, value $2,145,492.

    13F-HR 0001966210-26-000003 filed by Strait & Sound Wealth Management 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 14,743 shares
    Change vs previous 13F +3,230 shares

    0.83% of the 13F portfolio, value $2,168,843.

    13F-HR 0001966210-26-000002 filed by Strait & Sound Wealth Management 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 11,513 shares
    Change vs previous 13F +1,550 shares

    0.84% of the 13F portfolio, value $2,243,999.

    13F-HR 0001966210-26-000001 filed by Strait & Sound Wealth Management 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 9,963 shares
    Change vs previous 13F -1,048 shares

    1.08% of the 13F portfolio, value $2,801,994.

    13F-HR 0001966210-25-000003 filed by Strait & Sound Wealth Management 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 11,011 shares
    Change vs previous 13F +905 shares

    1.02% of the 13F portfolio, value $2,407,335.

    13F-HR 0001095449-25-000054 filed by Strait & Sound Wealth Management 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 10,106 shares
    Change vs previous 13F +5,447 shares

    0.66% of the 13F portfolio, value $1,412,920.

    13F-HR 0001095449-25-000044 filed by Strait & Sound Wealth Management 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 4,659 shares
    Change vs previous 13F -100 shares

    0.36% of the 13F portfolio, value $776,376.

    13F-HR 0001095449-25-000014 filed by Strait & Sound Wealth Management 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 4,759 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $810,934.

    13F-HR 0001095449-24-000091 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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