Oregon Pacific Wealth Management, LLC: PGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oregon Pacific Wealth Management, LLC on PGR, newest first. How the timeline and the estimate are built.
Oregon Pacific Wealth Management, LLC held 0 PGR shares at 2025-12-31 per its 13F-HR filed 2026-01-16.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -839 shares
13F-HR 0002085853-26-000047 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 839 sharesChange vs previous 13F -91 shares
0.18% of the 13F portfolio, value $207,191.
13F-HR 0002085853-25-000133 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 930 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $248,180.
13F-HR 0001667731-25-000808 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 930 sharesChange vs previous 13F -72 shares
0.26% of the 13F portfolio, value $263,199.
13F-HR 0001667731-25-000537 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,002 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $240,089.
13F-HR 0001667731-25-000124 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).