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Opes Wealth Management LLC: ALB position timeline

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

Opes Wealth Management LLC held 9,199 ALB 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 9,199 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $1,651,496.

    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 9,198 shares
    Change vs previous 13F +1,567 shares

    0.22% of the 13F portfolio, value $1,300,965.

    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 7,631 shares
    Change vs previous 13F +155 shares

    0.11% of the 13F portfolio, value $618,721.

    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 7,476 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $468,521.

    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 7,451 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $536,621.

    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 7,461 shares
    Change vs previous 13F +760 shares

    0.13% of the 13F portfolio, value $642,243.

    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 6,701 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $634,652.

    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 6,691 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $639,124.

    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).