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Opes Wealth Management LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opes Wealth Management LLC on AGG, newest first. How the timeline and the estimate are built.

Opes Wealth Management LLC held 4,842 AGG shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,842 shares
    Change vs previous 13F -1,760 shares

    0.08% of the 13F portfolio, value $480,702.

    13F-HR 0001766918-26-000002 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,602 shares
    Change vs previous 13F -95,957 shares

    0.11% of the 13F portfolio, value $659,445.

    13F-HR 0001766918-26-000001 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 102,559 shares
    Change vs previous 13F +3,028 shares

    1.81% of the 13F portfolio, value $10,281,577.

    13F-HR 0001766918-25-000003 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 99,531 shares
    Change vs previous 13F +3,639 shares

    1.75% of the 13F portfolio, value $9,873,512.

    13F-HR 0001085146-25-004343 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 95,892 shares
    Change vs previous 13F +5,713 shares

    1.91% of the 13F portfolio, value $9,485,673.

    13F-HR 0001085146-25-002635 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 90,179 shares
    Change vs previous 13F +6,931 shares

    1.79% of the 13F portfolio, value $8,738,381.

    13F-HR 0001085146-25-000651 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 83,248 shares
    Change vs previous 13F +2,318 shares

    1.62% of the 13F portfolio, value $8,430,569.

    13F-HR 0001085146-24-005217 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 80,930 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $7,855,905.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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