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Oregon Pacific Wealth Management, LLC: EAGG position timeline

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

Oregon Pacific Wealth Management, LLC held 15,247 EAGG 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 15,247 shares
    Change vs previous 13F +2,746 shares

    0.68% of the 13F portfolio, value $722,860.

    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 12,501 shares
    Change vs previous 13F -1,443 shares

    0.62% of the 13F portfolio, value $594,423.

    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 13,944 shares
    Change vs previous 13F -2,687 shares

    0.69% of the 13F portfolio, value $667,220.

    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 16,631 shares
    Change vs previous 13F -347 shares

    0.69% of the 13F portfolio, value $798,787.

    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 16,978 shares
    Change vs previous 13F -380 shares

    0.76% of the 13F portfolio, value $807,134.

    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 17,358 shares
    Change vs previous 13F +4,004 shares

    0.82% of the 13F portfolio, value $824,158.

    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 13,354 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $620,160.

    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).