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Williams Jones Wealth Management, LLC.: ORCL position timeline

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

Williams Jones Wealth Management, LLC. held 85,334 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,334 shares
    Change vs previous 13F -3,314 shares

    0.14% of the 13F portfolio, value $12,505,698.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth 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 88,648 shares
    Change vs previous 13F -762 shares

    0.16% of the 13F portfolio, value $13,041,007.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth 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 89,410 shares
    Change vs previous 13F -1,169 shares

    0.2% of the 13F portfolio, value $17,426,903.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth 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 90,579 shares
    Change vs previous 13F -184 shares

    0.29% of the 13F portfolio, value $25,474,438.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth 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 90,763 shares
    Change vs previous 13F -1,820 shares

    0.24% of the 13F portfolio, value $19,843,515.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth 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 92,583 shares
    Change vs previous 13F -1,210 shares

    0.17% of the 13F portfolio, value $12,944,029.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth 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 93,793 shares
    Change vs previous 13F +2,500 shares

    0.19% of the 13F portfolio, value $15,629,666.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth 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 91,293 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,556,327.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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