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Level Wealth Management LLC

SEC CIK
0002036775
Latest filing
Jul 28, 2026

ORCL holding history

Oracle Corp in every 13F filed by Level 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)
3,304
Value
$484.2K
% of portfolio
0.2%
Quarters held
5
Since Q2 2025
Holdings of ORCL by Level Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,304$484.2K0.2%−143−4.1%ReducedHolders
Q1 20263,447$507.1K0.2%+143+4.3%AddedHolders
Q4 20253,304$644.0K0.3%00.0%UnchangedHolders
Q3 20253,304$929.2K0.5%−464−12.3%ReducedHolders
Q2 20253,768$823.8K0.5%+3,768NewHolders