Skip to content
Disclosery

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV on ORCL, newest first. How the timeline and the estimate are built.

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held 15,269 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,269 shares
    Change vs previous 13F +71 shares

    0.55% of the 13F portfolio, value $2,237,672.

    13F-HR 0000752365-26-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 15,198 shares
    Change vs previous 13F -441 shares

    0.63% of the 13F portfolio, value $2,235,778.

    13F-HR 0000752365-26-000003 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 15,639 shares
    Change vs previous 13F -74 shares

    0.82% of the 13F portfolio, value $3,048,197.

    13F-HR 0000752365-26-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 15,713 shares
    Change vs previous 13F +168 shares

    1.23% of the 13F portfolio, value $4,419,124.

    13F-HR 0000752365-25-000009 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 15,545 shares
    Change vs previous 13F +506 shares

    0.99% of the 13F portfolio, value $3,398,603.

    13F-HR 0000752365-25-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 15,039 shares
    Change vs previous 13F +190 shares

    0.63% of the 13F portfolio, value $2,102,603.

    13F-HR 0000752365-25-000002 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 14,849 shares
    Change vs previous 13F -291 shares

    0.75% of the 13F portfolio, value $2,474,437.

    13F-HR 0000752365-25-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 15,140 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,579,856.

    13F-HR 0000752365-24-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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