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Ascentis Wealth Management, LLC: ORCL position timeline

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

Ascentis Wealth Management, LLC held 4,105 ORCL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,105 shares
    Change vs previous 13F -14,199 shares

    0.09% of the 13F portfolio, value $601,563.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 139 shares
    • Ascentis Wealth Management, LLC: 3,966 shares

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

  2. period ended2026-03-31
    13F 18,304 shares
    Change vs previous 13F +4,481 shares

    0.15% of the 13F portfolio, value $2,692,875.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,474 shares
    • Ascentis Wealth Management, LLC: 5,830 shares

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

  3. period ended2025-12-31
    13F 13,823 shares
    Change vs previous 13F +688 shares

    0.26% of the 13F portfolio, value $2,694,299.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,706 shares
    • Ascentis Wealth Management, LLC: 6,117 shares

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

  4. period ended2025-09-30
    13F 13,135 shares
    Change vs previous 13F +259 shares

    0.35% of the 13F portfolio, value $3,694,034.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,791 shares
    • Ascentis Wealth Management, LLC: 6,344 shares

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

  5. period ended2025-06-30
    13F 12,876 shares
    Change vs previous 13F +207 shares

    0.29% of the 13F portfolio, value $2,816,835.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,115 shares
    • Ascentis Wealth Management, LLC: 5,761 shares

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

  6. period ended2025-03-31
    13F 12,669 shares
    Change vs previous 13F +197 shares

    0.21% of the 13F portfolio, value $1,781,658.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,721 shares
    • Ascentis Wealth Management, LLC: 4,948 shares

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

  7. period ended2024-12-31
    13F 12,472 shares
    Change vs previous 13F -6,293 shares

    0.25% of the 13F portfolio, value $2,078,253.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,725 shares
    • Ascentis Wealth Management, LLC: 3,747 shares

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

  8. period ended2024-09-30
    13F/A 18,765 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,197,489.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,696 shares
    • Ascentis Wealth Management, LLC: 3,069 shares

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