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Oregon Pacific Wealth Management, LLC: RSSB position timeline

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

Oregon Pacific Wealth Management, LLC held 56,346 RSSB 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 56,346 shares
    Change vs previous 13F -687 shares

    1.63% of the 13F portfolio, value $1,733,203.

    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 57,033 shares
    Change vs previous 13F -27,624 shares

    1.62% of the 13F portfolio, value $1,551,868.

    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 84,657 shares
    Change vs previous 13F -33,576 shares

    2.46% of the 13F portfolio, value $2,380,555.

    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 118,233 shares
    Change vs previous 13F -157,594 shares

    2.88% of the 13F portfolio, value $3,331,806.

    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 275,827 shares
    Change vs previous 13F -11,939 shares

    6.84% of the 13F portfolio, value $7,229,426.

    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 287,766 shares
    Change vs previous 13F +28,246 shares

    6.74% of the 13F portfolio, value $6,742,357.

    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 259,520 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $6,031,245.

    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).