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Disclosery

WCG Wealth Advisors LLC: ORCL position timeline

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

WCG Wealth Advisors LLC held 96,889 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,889 shares
    Change vs previous 13F +19,424 shares

    0.34% of the 13F portfolio, value $14,199,083.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 77,465 shares
    Change vs previous 13F +3,110 shares

    0.32% of the 13F portfolio, value $11,395,824.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors 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 74,355 shares
    Change vs previous 13F +46,367 shares

    0.41% of the 13F portfolio, value $14,492,597.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors 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 27,988 shares
    Change vs previous 13F -10,713 shares

    0.49% of the 13F portfolio, value $7,871,339.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors 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 38,701 shares
    Change vs previous 13F -5,337 shares

    0.55% of the 13F portfolio, value $8,461,151.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors 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/A 44,038 shares
    Change vs previous 13F -6,484 shares

    0.47% of the 13F portfolio, value $6,156,883.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors 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 50,522 shares
    Change vs previous 13F -6,378 shares

    0.56% of the 13F portfolio, value $8,419,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors 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 56,900 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,696,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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