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Disclosery

Waldron Private Wealth LLC: ORCL position timeline

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

Waldron Private Wealth LLC held 8,194 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,194 shares
    Change vs previous 13F -122 shares

    0.04% of the 13F portfolio, value $1,200,830.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 8,316 shares
    Change vs previous 13F -703 shares

    0.05% of the 13F portfolio, value $1,223,364.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 ended2025-12-31
    13F 9,019 shares
    Change vs previous 13F -2,475 shares

    0.07% of the 13F portfolio, value $1,757,893.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 ended2025-09-30
    13F 11,494 shares
    Change vs previous 13F -83 shares

    0.13% of the 13F portfolio, value $3,232,573.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 ended2025-06-30
    13F 11,577 shares
    Change vs previous 13F +33 shares

    0.11% of the 13F portfolio, value $2,531,079.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 ended2025-03-31
    13F 11,544 shares
    Change vs previous 13F -16,453 shares

    0.08% of the 13F portfolio, value $1,613,968.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 27,997 shares
    Change vs previous 13F +330 shares

    0.19% of the 13F portfolio, value $4,665,419.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 27,667 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,714,461.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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