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Disclosery

Triangle Securities Wealth Management: ORCL position timeline

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

Triangle Securities Wealth Management held 8,240 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,240 shares
    Change vs previous 13F -2,357 shares

    0.24% of the 13F portfolio, value $1,207,642.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 10,597 shares
    Change vs previous 13F -2,344 shares

    0.35% of the 13F portfolio, value $1,558,871.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 12,941 shares
    Change vs previous 13F -2,320 shares

    0.53% of the 13F portfolio, value $2,522,292.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 15,261 shares
    Change vs previous 13F +4,436 shares

    0.97% of the 13F portfolio, value $4,292,082.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 10,825 shares
    Change vs previous 13F -5,046 shares

    0.58% of the 13F portfolio, value $2,366,599.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 15,871 shares
    Change vs previous 13F +235 shares

    0.57% of the 13F portfolio, value $2,218,868.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 15,636 shares
    Change vs previous 13F -154 shares

    0.67% of the 13F portfolio, value $2,605,588.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 15,790 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,690,690.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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