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CIK 0002043757 • 7 13F filings • Apr 28, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("oregon-pacific-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-25-000133 |
| $115.7M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000802 | $106.6M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000808 | $105.7M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000466 | $95.8M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000537 | $100.1M | View |