Wambolt & Associates, LLC: ORCL position timeline

Wambolt & Associates, LLC held 3,765 ORCL shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 3,765 shares

   Change vs previous 13F +299 shares

   0.28% of the 13F portfolio, value $824,529.

   13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 3,466 shares

   Change vs previous 13F -27 shares

   0.17% of the 13F portfolio, value $492,021.

   13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 3,493 shares

   Change vs previous 13F -918 shares

   0.19% of the 13F portfolio, value $582,176.

   13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 4,411 shares

   Change vs previous 13F +7 shares

   0.2% of the 13F portfolio, value $737,265.

   13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 4,404 shares

   Change vs previous 13F +8 shares

   0.18% of the 13F portfolio, value $630,113.

   13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 4,396 shares

   Change vs previous 13F +325 shares

   0.16% of the 13F portfolio, value $551,609.

   13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
   Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 4,071 shares

   Change vs previous 13F -172 shares

   0.14% of the 13F portfolio, value $429,160.

   13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
   Filed 2024-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 4,243 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $452,763.

   13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
   Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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