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Visionary Wealth Advisors: ORCL position timeline

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

Visionary Wealth Advisors held 12,963 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,963 shares
    Change vs previous 13F +397 shares

    0.08% of the 13F portfolio, value $1,899,675.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 12,566 shares
    Change vs previous 13F -21 shares

    0.08% of the 13F portfolio, value $1,848,635.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 12,587 shares
    Change vs previous 13F -2,842 shares

    0.11% of the 13F portfolio, value $2,453,251.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 15,429 shares
    Change vs previous 13F +105 shares

    0.2% of the 13F portfolio, value $4,339,375.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 15,324 shares
    Change vs previous 13F +2,946 shares

    0.17% of the 13F portfolio, value $3,350,237.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 12,378 shares
    Change vs previous 13F +661 shares

    0.1% of the 13F portfolio, value $1,730,618.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 11,717 shares
    Change vs previous 13F +140 shares

    0.11% of the 13F portfolio, value $1,952,571.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 11,577 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,972,800.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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