Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,368,044
+$1,335,092 QoQ
Shares Held
9,335
+4067.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,573
of 3,472 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MBM WEALTH CONSULTANTS, LLC holds $7,068,689 across 4 Software - Infrastructure names. ORCL ranks #3 (19.4% of the industry book) .
All Filings in ORCL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,368,044 | 9,335 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,952 | 224 | Shares | Sole | 2026-04-20 | |
| 2023-03-31 | $20,442 | 220 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $17,982 | 220 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $22,595 | 370 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $18,864 | 270 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,337 | 270 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $34,447 | 395 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $34,416 | 395 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $30,746 | 395 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $42,102 | 600 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $38,814 | 600 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $35,820 | 600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $33,162 | 600 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,998 | 600 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||