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Oregon Pacific Wealth Management, LLC: PYLD position timeline

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

Oregon Pacific Wealth Management, LLC held 99,391 PYLD 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 99,391 shares
    Change vs previous 13F +1,597 shares

    2.47% of the 13F portfolio, value $2,635,837.

    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 97,794 shares
    Change vs previous 13F +86,184 shares

    2.67% of the 13F portfolio, value $2,562,207.

    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 11,610 shares
    Change vs previous 13F -3,256 shares

    0.32% of the 13F portfolio, value $309,754.

    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 14,866 shares
    Change vs previous 13F -120,474 shares

    0.34% of the 13F portfolio, value $399,003.

    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 135,340 shares
    Change vs previous 13F -3,499 shares

    3.4% of the 13F portfolio, value $3,591,924.

    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 138,839 shares
    Change vs previous 13F +22,447 shares

    3.66% of the 13F portfolio, value $3,658,408.

    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 116,392 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $3,016,881.

    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).