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Disclosery

WEALTH ALLIANCE, LLC: ORCL position timeline

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

WEALTH ALLIANCE, LLC held 11,333 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,333 shares
    Change vs previous 13F -1,709 shares

    0.14% of the 13F portfolio, value $1,660,898.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 13,042 shares
    Change vs previous 13F +390 shares

    0.19% of the 13F portfolio, value $1,918,611.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 12,652 shares
    Change vs previous 13F +1,070 shares

    0.24% of the 13F portfolio, value $2,465,995.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 11,582 shares
    Change vs previous 13F +394 shares

    0.34% of the 13F portfolio, value $3,257,198.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 11,188 shares
    Change vs previous 13F -7,031 shares

    0.27% of the 13F portfolio, value $2,445,943.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 18,219 shares
    Change vs previous 13F +1,736 shares

    0.31% of the 13F portfolio, value $2,547,262.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 16,483 shares
    Change vs previous 13F +2,309 shares

    0.33% of the 13F portfolio, value $2,746,686.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 14,174 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,415,244.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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