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Portland Financial Advisors Inc: OHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portland Financial Advisors Inc on OHI, newest first. How the timeline and the estimate are built.

Portland Financial Advisors Inc held 48,712 OHI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,712 shares
    Change vs previous 13F -1,980 shares

    4.24% of the 13F portfolio, value $2,322,588.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors Inc
    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 50,692 shares
    Change vs previous 13F 0 shares

    4.62% of the 13F portfolio, value $2,221,323.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors Inc
    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 50,692 shares
    Change vs previous 13F -290 shares

    4.78% of the 13F portfolio, value $2,247,683.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors Inc
    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 50,982 shares
    Change vs previous 13F -750 shares

    4.59% of the 13F portfolio, value $2,152,460.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors Inc
    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 51,732 shares
    Change vs previous 13F +455 shares

    4.55% of the 13F portfolio, value $1,895,978.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors Inc
    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 51,277 shares
    Change vs previous 13F +1,886 shares

    4.99% of the 13F portfolio, value $1,952,628.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors Inc
    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 49,391 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $1,869,449.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).