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Disclosery

TL Private Wealth: ORCL position timeline

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

TL Private Wealth held 1,629 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,629 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $230,688.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 1,628 shares
    Change vs previous 13F -88 shares

    0.09% of the 13F portfolio, value $224,803.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 1,716 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $340,629.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 1,715 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $528,206.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 1,714 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $398,055.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 1,712 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $213,119.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 1,711 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $270,820.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 1,710 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $290,568.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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