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Disclosery

WINNACLE WEALTH LLC: ORCL position timeline

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

WINNACLE WEALTH LLC held 1,535 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,535 shares
    Change vs previous 13F -4 shares

    0.15% of the 13F portfolio, value $224,883.

    13F-HR 0001754960-26-000581 filed by WINNACLE WEALTH 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 1,539 shares
    Change vs previous 13F -32 shares

    0.17% of the 13F portfolio, value $226,416.

    13F-HR 0001754960-26-000391 filed by WINNACLE WEALTH 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 1,571 shares
    Change vs previous 13F -215 shares

    0.23% of the 13F portfolio, value $306,345.

    13F-HR 0002079687-26-000002 filed by WINNACLE WEALTH 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 1,786 shares
    Change vs previous 13F +1,656 shares

    0.39% of the 13F portfolio, value $503,652.

    13F-HR 0002079687-25-000005 filed by WINNACLE WEALTH 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 130 shares
    Change vs previous 13F -1,648 shares

    0.02% of the 13F portfolio, value $28,422.

    13F-HR 0002079687-25-000001 filed by WINNACLE WEALTH 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 1,778 shares
    Change vs previous 13F +14 shares

    0.23% of the 13F portfolio, value $248,486.

    13F-HR 0002079687-25-000004 filed by WINNACLE WEALTH 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 1,764 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $293,790.

    13F-HR 0002079687-25-000002 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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