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Livermore
Livermore
ZHEN

Pine Harbor Wealth Management, LLC

SEC CIK
0002016051
Latest filing
Aug 13, 2026

ORCL holding history

Oracle Corp in every 13F filed by Pine Harbor 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)
2,145
Value
$314.4K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of ORCL by Pine Harbor Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,145$314.4K0.1%00.0%UnchangedHolders
Q1 20262,145$315.6K0.1%−125−5.5%ReducedHolders
Q4 20252,270$442.4K0.1%+65+2.9%AddedHolders
Q3 20252,205$620.1K0.2%+309+16.3%AddedHolders
Q2 20251,896$414.5K0.1%00.0%UnchangedHolders
Q1 20251,896$265.1K0.1%00.0%UnchangedHolders
Q4 20241,896$315.9K0.1%00.0%UnchangedHolders
Q3 20241,896$323.1K0.2%00.0%UnchangedHolders
Q2 20241,896$267.7K0.2%00.0%UnchangedHolders
Q1 20241,896$238.2K0.1%+1,896NewHolders