Wiser Wealth Management, Inc: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wiser Wealth Management, Inc on ORCL, newest first. How the timeline and the estimate are built.
Wiser Wealth Management, Inc held 1,464 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,464 sharesChange vs previous 13F +1,464 shares
0.04% of the 13F portfolio, value $214,549.
13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,277 shares
13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,277 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $248,900.
13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,277 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $359,143.
13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).