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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

ORCL holding history

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

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
25,810
Value
$3.80M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of ORCL by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,810$3.80M0.5%00.0%UnchangedHolders
Q1 202625,810$3.80M0.5%+405+1.6%AddedHolders
Q4 202525,405$4.95M0.6%+55+0.2%AddedHolders
Q3 202525,350$7.13M1.0%+1,195+4.9%AddedHolders
Q2 202524,155$5.28M0.8%+219+0.9%AddedHolders
Q1 202523,936$3.35M0.6%−72−0.3%ReducedHolders
Q4 202424,008$4.00M0.7%−170−0.7%ReducedHolders
Q3 202424,178$4.14M0.7%−6,006−19.9%ReducedHolders
Q2 202430,184$3.39M0.6%+7,218+31.4%AddedHolders
Q1 202422,966$2.88M0.6%+59+0.3%AddedHolders
Q4 202322,907$2.42M0.5%+231+1.0%AddedHolders
Q3 202322,676$2.40M0.6%−1,077−4.5%ReducedHolders
Q2 202323,753$2.83M0.7%−12,372−34.2%ReducedHolders
Q1 202336,125$3.30M0.7%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202223,076$1.41M0.4%+399+1.8%AddedHolders
Q2 202222,677$1.58M0.6%+76+0.3%AddedHolders
Q1 202222,601$1.87M0.7%+52+0.2%AddedHolders
Q4 202122,549$1.97M0.7%+60.0%AddedHolders
Q3 202122,543$1.96M0.7%+121+0.5%AddedHolders
Q2 202122,422$1.75M0.7%+12,336+122.3%AddedHolders
Q1 202110,086$620.0K0.3%––Holders

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