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Focus Partners Wealth: ORCL position timeline

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

Focus Partners Wealth held 766,431 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 766,431 shares
    Change vs previous 13F -24,884 shares

    0.1% of the 13F portfolio, value $112,295,343.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 711,051 shares
    • Focus Partners Advisor Solutions, LLC: 55,380 shares

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

  2. period ended2026-03-31
    13F 791,315 shares
    Change vs previous 13F +43,281 shares

    0.12% of the 13F portfolio, value $116,806,236.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 723,087 shares
    • Focus Partners Advisor Solutions, LLC: 68,228 shares

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

  3. period ended2025-12-31
    13F 748,034 shares
    Change vs previous 13F +298,755 shares

    0.15% of the 13F portfolio, value $146,363,733.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 686,502 shares
    • Focus Partners Advisor Solutions, LLC: 61,532 shares

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

  4. period ended2025-09-30
    13F 449,279 shares
    Change vs previous 13F +65,952 shares

    0.18% of the 13F portfolio, value $124,788,267.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 385,479 shares
    • Focus Partners Advisor Solutions, LLC: 63,800 shares

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

  5. period ended2025-06-30
    13F 383,327 shares
    Change vs previous 13F +8,766 shares

    0.16% of the 13F portfolio, value $83,802,875.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 334,413 shares
    • Focus Partners Advisor Solutions, LLC: 48,914 shares

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

  6. period ended2025-03-31
    13F/A 374,561 shares
    Change vs previous 13F +2,546 shares

    0.11% of the 13F portfolio, value $52,367,577.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 321,833 shares
    • Focus Partners Advisor Solutions, LLC: 52,728 shares

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

  7. period ended2024-12-31
    13F/A 372,015 shares
    Change vs previous 13F +53,237 shares

    0.14% of the 13F portfolio, value $61,992,879.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 326,259 shares
    • Focus Partners Advisor Solutions, LLC: 45,756 shares

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

  8. period ended2024-09-30
    13F 318,778 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $54,319,847.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 287,005 shares
    • Focus Partners Advisor Solutions, LLC: 31,773 shares

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