WealthTrust Axiom LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Axiom LLC on ORCL, newest first. How the timeline and the estimate are built.
WealthTrust Axiom LLC held 7,183 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 7,183 sharesChange vs previous 13F -17 shares
0.24% of the 13F portfolio, value $1,052,668.
13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 7,200 sharesChange vs previous 13F +29 shares
0.26% of the 13F portfolio, value $1,059,192.
13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 7,171 sharesChange vs previous 13F -10 shares
0.36% of the 13F portfolio, value $1,397,699.
13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 7,181 sharesChange vs previous 13F +385 shares
0.54% of the 13F portfolio, value $2,019,584.
13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 6,796 sharesChange vs previous 13F -545 shares
0.44% of the 13F portfolio, value $1,485,809.
13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 7,341 sharesChange vs previous 13F -30 shares
0.31% of the 13F portfolio, value $1,026,345.
13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 7,371 sharesChange vs previous 13F -370 shares
0.37% of the 13F portfolio, value $1,228,303.
13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 7,741 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $1,319,066.
13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).