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Disclosery

Oregon Pacific Wealth Management, LLC: IQDG position timeline

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

Oregon Pacific Wealth Management, LLC held 5,572 IQDG 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 5,572 shares
    Change vs previous 13F -23 shares

    0.23% of the 13F portfolio, value $240,042.

    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 5,595 shares
    Change vs previous 13F +5,595 shares

    0.23% of the 13F portfolio, value $224,583.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,884 shares

    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).

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

  4. period ended2025-03-31
    13F 5,884 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $209,941.

    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).