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Disclosery

WBH ADVISORY INC: ORCL position timeline

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

WBH ADVISORY INC held 9,372 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,372 shares
    Change vs previous 13F -220 shares

    0.09% of the 13F portfolio, value $1,373,505.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 9,592 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $1,393,078.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 9,634 shares
    Change vs previous 13F -241 shares

    0.14% of the 13F portfolio, value $1,877,800.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 9,875 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,777,293.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 9,875 shares
    Change vs previous 13F -88 shares

    0.18% of the 13F portfolio, value $2,159,004.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 9,963 shares
    Change vs previous 13F -1,711 shares

    0.13% of the 13F portfolio, value $1,392,942.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 11,674 shares
    Change vs previous 13F -951 shares

    0.18% of the 13F portfolio, value $1,945,371.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 12,625 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,151,311.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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