Oregon Pacific Wealth Management, LLCETFConcentrated trader

CIK: 0002043757 | MEDFORD, OR

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	137	$107.9M	2026-10-20	SEC ↗
Q2 2026	13F-HR	156	$106.6M	2026-07-22	SEC ↗
Q1 2026	13F-HR	125	$95.8M	2026-04-23	SEC ↗
Q4 2025	13F-HR	135	$96.8M	2026-01-16	SEC ↗
Q3 2025	13F-HR	153	$115.7M	2025-10-22	SEC ↗
Q2 2025	13F-HR	140	$105.7M	2025-07-15	SEC ↗
Q1 2025	13F-HR	130	$100.1M	2025-04-28	SEC ↗
Q4 2024	13F-HR	125	$102.0M	2025-01-24	SEC ↗