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Oregon Pacific Wealth Management, LLC: COWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oregon Pacific Wealth Management, LLC on COWZ, newest first. How the timeline and the estimate are built.

Oregon Pacific Wealth Management, LLC held 4,403 COWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,403 shares
    Change vs previous 13F +170 shares

    0.26% of the 13F portfolio, value $273,867.

    13F-HR 0002085853-26-000802 filed by Oregon Pacific Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,233 shares
    Change vs previous 13F -5,734 shares

    0.28% of the 13F portfolio, value $264,816.

    13F-HR 0002085853-26-000466 filed by Oregon Pacific Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,967 shares
    Change vs previous 13F -23,629 shares

    0.62% of the 13F portfolio, value $599,714.

    13F-HR 0002085853-26-000047 filed by Oregon Pacific Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,596 shares
    Change vs previous 13F -31,662 shares

    1.67% of the 13F portfolio, value $1,930,762.

    13F-HR 0002085853-25-000133 filed by Oregon Pacific Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,258 shares
    Change vs previous 13F -2,100 shares

    3.4% of the 13F portfolio, value $3,595,716.

    13F-HR 0001667731-25-000808 filed by Oregon Pacific Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,358 shares
    Change vs previous 13F +12,592 shares

    3.69% of the 13F portfolio, value $3,688,524.

    13F-HR 0001667731-25-000537 filed by Oregon Pacific Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,766 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $3,093,184.

    13F-HR 0001667731-25-000124 filed by Oregon Pacific Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).