Oregon Pacific Wealth Management, LLC
Holdings in EFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $305,770 | 27,448 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $329,632 | 28,814 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $337,432 | 27,841 | Shares | Sole | 2025-07-15 |
| 2025-03-31 | $351,550 | 28,698 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $358,617 | 28,017 | Shares | Sole | 2025-01-24 |