Oregon Pacific Wealth Management, LLC quarter change: Foreign Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Oregon Pacific Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2043757): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Orchard Capital Management, LLC | United States | $0.096B | 46 |
| IFC & Insurance Marketing, Inc. | United States | $0.096B | 72 |
| E6 Portfolios, LLC | United States | $0.096B | 58 |
| American Wealth Advisors, LLC | United States | $0.096B | 41 |
| Fortress Financial Solutions, LLC | United States | $0.096B | 106 |
| Professional Financial Management, Inc. | United States | $0.096B | 23 |
| RED REEF ADVISORS LLC | United States | $0.096B | 179 |
| Unify Financial Advisors | United States | $0.096B | 89 |
| STEEL PARTNERS HOLDINGS L.P. | United States | $0.096B | 10 |
| J. Mark Nickell & Co. | United States | $0.096B | 31 |