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Wealth Alliance Advisory Group, LLC: ORCL position timeline

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

Wealth Alliance Advisory Group, LLC held 3,211 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,211 shares
    Change vs previous 13F -19,507 shares

    0.07% of the 13F portfolio, value $470,593.

    13F-HR 0002085853-26-000811 filed by Wealth Alliance 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 22,718 shares
    Change vs previous 13F +2,316 shares

    0.53% of the 13F portfolio, value $3,342,081.

    13F-HR 0002085853-26-000315 filed by Wealth Alliance 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 20,402 shares
    Change vs previous 13F +2,291 shares

    0.68% of the 13F portfolio, value $3,976,468.

    13F-HR 0002085853-26-000144 filed by Wealth Alliance 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 18,111 shares
    Change vs previous 13F -2,791 shares

    0.92% of the 13F portfolio, value $5,093,587.

    13F-HR 0002085853-25-000079 filed by Wealth Alliance 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 20,902 shares
    Change vs previous 13F +1,746 shares

    0.87% of the 13F portfolio, value $4,569,729.

    13F-HR 0001667731-25-000738 filed by Wealth Alliance 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 19,156 shares
    Change vs previous 13F +490 shares

    0.56% of the 13F portfolio, value $2,678,154.

    13F-HR 0001667731-25-000394 filed by Wealth Alliance 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 18,666 shares
    Change vs previous 13F +1,306 shares

    0.66% of the 13F portfolio, value $3,110,517.

    13F-HR 0001667731-25-000036 filed by Wealth Alliance Advisory Group, 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 17,360 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,958,076.

    13F-HR 0001735734-24-000004 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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