Skip to content
Disclosery

Oregon Pacific Wealth Management, LLC: SHLD position timeline

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

Oregon Pacific Wealth Management, LLC held 4,241 SHLD 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 4,241 shares
    Change vs previous 13F +1,343 shares

    0.24% of the 13F portfolio, value $253,230.

    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 2,898 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $205,294.

    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).