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Disclosery

Wallace Advisory Group, LLC: ORCL position timeline

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

Wallace Advisory Group, LLC held 3,124 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,124 shares
    Change vs previous 13F -1,424 shares

    0.43% of the 13F portfolio, value $457,822.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 4,548 shares
    Change vs previous 13F -428 shares

    0.71% of the 13F portfolio, value $669,056.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 4,976 shares
    Change vs previous 13F -2,784 shares

    1.02% of the 13F portfolio, value $969,872.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 7,760 shares
    Change vs previous 13F -2,239 shares

    1.36% of the 13F portfolio, value $1,696,569.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 9,999 shares
    Change vs previous 13F +1,659 shares

    1.01% of the 13F portfolio, value $1,397,960.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 8,340 shares
    Change vs previous 13F +1,922 shares

    0.96% of the 13F portfolio, value $1,389,778.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 6,418 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,093,627.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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