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Disclosery

Concord Wealth Partners: ORCL position timeline

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

Concord Wealth Partners held 16,814 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,814 shares
    Change vs previous 13F +585 shares

    0.16% of the 13F portfolio, value $2,464,041.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,776 shares
    • Concord Asset Management, LLC/VA: 8,038 shares

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

  2. period ended2026-03-31
    13F 16,229 shares
    Change vs previous 13F -2,995 shares

    0.18% of the 13F portfolio, value $2,387,518.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,511 shares
    • Concord Asset Management, LLC/VA: 7,718 shares

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

  3. period ended2025-12-31
    13F 19,224 shares
    Change vs previous 13F +4,267 shares

    0.28% of the 13F portfolio, value $3,747,009.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 10,018 shares
    • Concord Asset Management, LLC/VA: 9,206 shares

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

  4. period ended2025-09-30
    13F 14,957 shares
    Change vs previous 13F +10,179 shares

    0.33% of the 13F portfolio, value $4,206,560.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,814 shares
    • Concord Asset Management, LLC/VA: 7,143 shares

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

  5. period ended2025-06-30
    13F 4,778 shares
    Change vs previous 13F +2,382 shares

    0.08% of the 13F portfolio, value $1,044,644.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,389 shares
    • Concord Asset Management, LLC/VA: 2,389 shares

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

  6. period ended2025-03-31
    13F 2,396 shares
    Change vs previous 13F -825 shares

    0.06% of the 13F portfolio, value $334,962.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    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 3,221 shares
    Change vs previous 13F -57 shares

    0.09% of the 13F portfolio, value $536,665.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 3,278 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $558,605.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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