Principle Wealth Partners LLC

SEC CIK: 0001743413
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

ORCL holding history

Oracle Corp in every 13F filed by Principle Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overview All 13F holders of ORCL Full Q2 2026 holdings

Shares (Q2 2026): 58,580
Value: $8.58M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of ORCL by Principle Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	58,580	$8.58M	0.4%	−32−0.1%	Reduced	Holders
Q1 2026	58,612	$8.62M	0.5%	+872+1.5%	Added	Holders
Q4 2025	57,740	$11.3M	0.6%	+316+0.6%	Added	Holders
Q3 2025	57,424	$16.2M	0.9%	−2,584−4.3%	Reduced	Holders
Q2 2025	60,008	$13.1M	0.8%	−1,879−3.0%	Reduced	Holders
Q1 2025	61,887	$8.65M	0.6%	+1,780+3.0%	Added	Holders
Q4 2024	60,107	$10.0M	0.7%	−3,603−5.7%	Reduced	Holders
Q3 2024	63,710	$10.9M	0.8%	−3,436−5.1%	Reduced	Holders
Q2 2024	67,146	$9.48M	0.7%	−1,124−1.6%	Reduced	Holders
Q1 2024	68,270	$8.58M	0.7%	+518+0.8%	Added	Holders
Q4 2023	67,752	$7.14M	0.6%	−135−0.2%	Reduced	Holders
Q3 2023	67,887	$7.19M	0.7%	+823+1.2%	Added	Holders
Q2 2023	67,064	$7.99M	0.8%	−390−0.6%	Reduced	Holders
Q1 2023	67,454	$6.27M	0.7%	+1,780+2.7%	Added	Holders
Q4 2022	65,674	$5.37M	0.6%	+1,040+1.6%	Added	Holders
Q3 2022	64,634	$3.95M	0.5%	+13,250+25.8%	Added	Holders
Q2 2022	51,384	$3.59M	0.4%	+9,060+21.4%	Added	Holders
Q1 2022	42,324	$3.50M	0.4%	+25,235+147.7%	Added	Holders
Q4 2021	17,089	$1.49M	0.2%	−291−1.7%	Reduced	Holders
Q3 2021	17,380	$1.51M	0.2%	−5,670−24.6%	Reduced	Holders
Q2 2021	23,050	$1.79M	0.2%	+690+3.1%	Added	Holders
Q1 2021	22,360	$1.57M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.