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Disclosery

Oregon Pacific Wealth Management, LLC: HFND position timeline

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

Oregon Pacific Wealth Management, LLC held 14,648 HFND 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 14,648 shares
    Change vs previous 13F +66 shares

    0.34% of the 13F portfolio, value $359,362.

    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 14,582 shares
    Change vs previous 13F -388 shares

    0.35% of the 13F portfolio, value $338,447.

    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 14,970 shares
    Change vs previous 13F +1,513 shares

    0.35% of the 13F portfolio, value $337,574.

    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 13,457 shares
    Change vs previous 13F +13,457 shares

    0.27% of the 13F portfolio, value $317,708.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -49,235 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 49,235 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,070,851.

    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).