Skip to content
Disclosery

CWM, LLC: ORCL position timeline

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

CWM, LLC held 242,179 ORCL shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 242,179 shares
    Change vs previous 13F -81,060 shares

    0.09% of the 13F portfolio, value $35,626,915.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 323,239 shares
    Change vs previous 13F -4,770 shares

    0.17% of the 13F portfolio, value $63,003,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 328,009 shares
    Change vs previous 13F +17,064 shares

    0.28% of the 13F portfolio, value $92,249,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 310,945 shares
    Change vs previous 13F -5,213 shares

    0.24% of the 13F portfolio, value $67,982,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 316,158 shares
    Change vs previous 13F -17,266 shares

    0.18% of the 13F portfolio, value $44,202,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 333,424 shares
    Change vs previous 13F +6,079 shares

    0.23% of the 13F portfolio, value $55,562,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 327,345 shares
    Change vs previous 13F -3,415 shares

    0.24% of the 13F portfolio, value $55,780,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 330,760 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $46,703,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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