Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$470,572
-$2,871,472 QoQ
Shares Held
3,211
-85.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,431
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $12,086,862 across 5 Software - Infrastructure names. ORCL ranks #4 (3.9% of the industry book) .
All Filings in ORCL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,572 | 3,211 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,342,044 | 22,718 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,976,553 | 20,402 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,093,537 | 18,111 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,569,804 | 20,902 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,678,200 | 19,156 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,110,502 | 18,666 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,958,144 | 17,360 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,294,076 | 16,247 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,228,591 | 9,781 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,031,210 | 9,781 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,036,003 | 9,781 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,212,455 | 10,181 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $894,912 | 9,631 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $787,237 | 9,631 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $588,165 | 9,631 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $672,917 | 9,631 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $796,772 | 9,631 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $853,001 | 9,781 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $920,528 | 10,565 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $822,379 | 10,565 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $741,346 | 10,565 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $710,360 | 10,981 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $670,490 | 11,231 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $620,737 | 11,231 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $542,794 | 11,231 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||