WealthPLAN Partners, LLC

Position in ORCL — Oracle Corp

CIK 1639943 OMAHA, NE

Position in ORCL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$786,240

+$197,800 QoQ

Shares Held

5,365

+34.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,009

of 3,472 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $8,130,574 across 5 Software - Infrastructure names. ORCL ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	15,340	$5,722,126
2	ORCL	Oracle Corp This page	5,365	$786,240
3	PLTR	Palantir Technologies Inc.	6,737	$786,005
4	CRWD	CrowdStrike Holdings, Inc.	2,440	$465,515
5	PANW	Palo Alto Networks Inc	1,087	$370,688

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$786,240	5,365	+34.1%	Shares	Sole	2026-07-28
2026-03-31	$588,440	4,000	-34.6%	Shares	Sole	2026-04-29
2025-12-31	$1,192,459	6,118	+30.6%	Shares	Sole	2026-02-12
2025-09-30	$1,317,890	4,686	+23.7%	Shares	Sole	2025-10-27
2025-06-30	$828,389	3,789	+2.2%	Shares	Sole	2025-07-28
2025-03-31	$518,275	3,707	-3.5%	Shares	Sole	2025-05-12
2024-12-31	$640,397	3,843	+22.0%	Shares	Sole	2025-01-30
2024-09-30	$536,760	3,150	-8.3%	Shares	Sole	2024-11-05
2024-06-30	$485,022	3,435	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$430,214	3,425	+71.8%	Shares	Sole	2024-05-07
2023-12-31	$210,227	1,994	-1.2%	Shares	Sole	2024-01-05
2023-09-30	$213,852	2,019	+4.8%	Shares	Sole	2023-11-02
2023-06-30	$229,486	1,927	-12.7%	Shares	Sole	2023-07-31
2023-03-31	$205,074	2,207	-42.3%	Shares	Sole	2023-05-10
2022-03-31	$316,276	3,823	-11.1%	Shares	Sole	2022-05-03
2021-12-31	$375,090	4,301	+6.0%	Shares	Sole	2022-02-01
2021-09-30	$353,486	4,057	-1.3%	Shares	Sole	2021-12-09
2021-06-30	$320,078	4,112	-0.3%	Shares	Sole	2021-08-19
2021-03-31	$289,451	4,125	+1.9%	Shares	Sole	2021-05-11
2020-12-31	$261,800	4,047	-1.2%	Shares	Sole	2021-02-09
2020-09-30	$244,531	4,096	-50.7%	Shares	Sole	2020-12-18
2020-06-30	$459,514	8,314	-10.5%	Shares	Sole	2020-08-19
2020-03-31	$448,792	9,286	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.