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Oregon Pacific Wealth Management, LLC: SUSC position timeline

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

Oregon Pacific Wealth Management, LLC held 20,209 SUSC 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 20,209 shares
    Change vs previous 13F -8,406 shares

    0.44% of the 13F portfolio, value $467,867.

    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 28,615 shares
    Change vs previous 13F -2,833 shares

    0.69% of the 13F portfolio, value $662,085.

    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 31,448 shares
    Change vs previous 13F +1,459 shares

    0.76% of the 13F portfolio, value $735,402.

    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 29,989 shares
    Change vs previous 13F +228 shares

    0.61% of the 13F portfolio, value $706,541.

    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 29,761 shares
    Change vs previous 13F -591 shares

    0.65% of the 13F portfolio, value $691,348.

    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 30,352 shares
    Change vs previous 13F -370 shares

    0.7% of the 13F portfolio, value $699,917.

    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 30,722 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $698,004.

    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).