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Oregon Pacific Wealth Management, LLC: GQQQ position timeline

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

Oregon Pacific Wealth Management, LLC held 297,176 GQQQ 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 297,176 shares
    Change vs previous 13F -7,274 shares

    10.13% of the 13F portfolio, value $10,793,720.

    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 304,450 shares
    Change vs previous 13F +22,649 shares

    9.14% of the 13F portfolio, value $8,762,733.

    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 281,801 shares
    Change vs previous 13F +59,754 shares

    8.72% of the 13F portfolio, value $8,439,940.

    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 222,047 shares
    Change vs previous 13F +121,045 shares

    5.67% of the 13F portfolio, value $6,555,605.

    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 101,002 shares
    Change vs previous 13F +7,434 shares

    2.59% of the 13F portfolio, value $2,734,003.

    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 93,568 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $2,184,869.

    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).