WealthShield Partners, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on ORCL, newest first. How the timeline and the estimate are built.
WealthShield Partners, LLC held 1,636 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 1,636 sharesChange vs previous 13F -357 shares
0.04% of the 13F portfolio, value $239,756.
13F-HR 0001398344-26-014166 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,993 sharesChange vs previous 13F -578 shares
0.03% of the 13F portfolio, value $293,190.
13F-HR 0001398344-26-008094 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,571 sharesChange vs previous 13F +695 shares
0.06% of the 13F portfolio, value $501,114.
13F-HR 0001398344-26-001942 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,876 sharesChange vs previous 13F +4 shares
0.06% of the 13F portfolio, value $527,606.
13F-HR 0001398344-25-020099 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,872 sharesChange vs previous 13F -3 shares
0.05% of the 13F portfolio, value $409,275.
13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,875 sharesChange vs previous 13F +401 shares
0.03% of the 13F portfolio, value $262,144.
13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,474 sharesChange vs previous 13F +21 shares
0.03% of the 13F portfolio, value $245,627.
13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,453 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $247,591.
13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).