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Oregon Pacific Wealth Management, LLC: RTRE position timeline

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

Oregon Pacific Wealth Management, LLC held 48,704 RTRE 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 48,704 shares
    Change vs previous 13F -9,797 shares

    1.14% of the 13F portfolio, value $1,217,105.

    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 58,501 shares
    Change vs previous 13F +27,203 shares

    1.53% of the 13F portfolio, value $1,464,595.

    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 31,298 shares
    Change vs previous 13F -5,915 shares

    0.82% of the 13F portfolio, value $789,986.

    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 37,213 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $945,396.

    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).