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Meriwether Wealth & Planning, LLC

SEC CIK
0002055554
Latest filing
Jul 8, 2026

ORCL holding history

Oracle Corp in every 13F filed by Meriwether Wealth & Planning, 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)
5,919
Value
$867.4K
% of portfolio
0.4%
Quarters held
7
Since Q4 2024
Holdings of ORCL by Meriwether Wealth & Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,919$867.4K0.4%−440−6.9%ReducedHolders
Q1 20266,359$935.5K0.5%+1,140+21.8%AddedHolders
Q4 20255,219$1.02M0.6%+309+6.3%AddedHolders
Q3 20254,910$1.38M0.8%−4,931−50.1%ReducedHolders
Q2 20259,841$2.15M1.3%−96−1.0%ReducedHolders
Q1 20259,937$1.39M0.9%−1,188−10.7%ReducedHolders
Q4 202411,125$1.85M1.3%–No prior filingHolders