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Oregon Pacific Wealth Management, LLC: ROE position timeline

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

Oregon Pacific Wealth Management, LLC held 114,997 ROE 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 114,997 shares
    Change vs previous 13F -2,256 shares

    4.6% of the 13F portfolio, value $4,902,315.

    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 117,253 shares
    Change vs previous 13F -14,049 shares

    4.33% of the 13F portfolio, value $4,154,268.

    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 131,302 shares
    Change vs previous 13F -51,153 shares

    4.78% of the 13F portfolio, value $4,631,022.

    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 182,455 shares
    Change vs previous 13F +6,051 shares

    5.45% of the 13F portfolio, value $6,308,163.

    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 176,404 shares
    Change vs previous 13F +11,591 shares

    5.38% of the 13F portfolio, value $5,681,973.

    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 164,813 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $4,824,077.

    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).