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Oregon Pacific Wealth Management, LLC: USXF position timeline

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

Oregon Pacific Wealth Management, LLC held 5,521 USXF 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 5,521 shares
    Change vs previous 13F -7 shares

    0.36% of the 13F portfolio, value $383,433.

    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 5,528 shares
    Change vs previous 13F -392 shares

    0.32% of the 13F portfolio, value $305,146.

    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 5,920 shares
    Change vs previous 13F -6,622 shares

    0.35% of the 13F portfolio, value $340,874.

    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 12,542 shares
    Change vs previous 13F -1,415 shares

    0.62% of the 13F portfolio, value $718,782.

    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 13,957 shares
    Change vs previous 13F -137 shares

    0.71% of the 13F portfolio, value $752,701.

    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 14,094 shares
    Change vs previous 13F +607 shares

    0.66% of the 13F portfolio, value $657,767.

    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 13,487 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $670,574.

    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).