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Disclosery

Trajan Wealth LLC: ORCL position timeline

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

Trajan Wealth LLC held 0 ORCL shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -91,131 shares

    13F-HR 0001934415-26-000001 filed by Trajan Wealth LLC
    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 91,131 shares
    Change vs previous 13F +19,658 shares

    1.11% of the 13F portfolio, value $25,629,708.

    13F-HR 0001934415-25-000005 filed by Trajan 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 ended2025-06-30
    13F 71,473 shares
    Change vs previous 13F -11,165 shares

    0.76% of the 13F portfolio, value $15,626,160.

    13F-HR 0001934415-25-000004 filed by Trajan 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 ended2025-03-31
    13F 82,638 shares
    Change vs previous 13F +8,871 shares

    0.63% of the 13F portfolio, value $11,553,634.

    13F-HR 0001085146-25-002998 filed by Trajan 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 ended2024-12-31
    13F 73,767 shares
    Change vs previous 13F +7,255 shares

    0.68% of the 13F portfolio, value $12,292,514.

    13F-HR 0001934415-25-000002 filed by Trajan 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 ended2024-09-30
    13F 66,512 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $11,333,694.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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