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WealthPlan Investment Management, LLC: ORCL position timeline

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

WealthPlan Investment Management, LLC held 45,841 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,841 shares
    Change vs previous 13F +4,984 shares

    0.33% of the 13F portfolio, value $6,718,049.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 40,857 shares
    Change vs previous 13F +12,684 shares

    0.34% of the 13F portfolio, value $6,010,427.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 28,173 shares
    Change vs previous 13F +19,328 shares

    0.35% of the 13F portfolio, value $5,491,274.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 8,845 shares
    Change vs previous 13F -4,495 shares

    0.16% of the 13F portfolio, value $2,487,441.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 13,340 shares
    Change vs previous 13F +2,634 shares

    0.21% of the 13F portfolio, value $2,916,621.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 10,706 shares
    Change vs previous 13F +4,464 shares

    0.15% of the 13F portfolio, value $1,496,789.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 6,242 shares
    Change vs previous 13F +4,604 shares

    0.1% of the 13F portfolio, value $1,040,167.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 1,638 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $279,115.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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