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Opes Wealth Management LLC: AVSD position timeline

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

Opes Wealth Management LLC held 12,634 AVSD 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 12,634 shares
    Change vs previous 13F +435 shares

    0.16% of the 13F portfolio, value $930,455.

    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 12,199 shares
    Change vs previous 13F -40 shares

    0.15% of the 13F portfolio, value $905,898.

    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 12,239 shares
    Change vs previous 13F -1,415 shares

    0.15% of the 13F portfolio, value $875,700.

    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 13,654 shares
    Change vs previous 13F +1,764 shares

    0.16% of the 13F portfolio, value $922,369.

    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 11,890 shares
    Change vs previous 13F +5,295 shares

    0.14% of the 13F portfolio, value $713,162.

    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 6,595 shares
    Change vs previous 13F -450 shares

    0.08% of the 13F portfolio, value $367,210.

    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 7,045 shares
    Change vs previous 13F +295 shares

    0.08% of the 13F portfolio, value $426,797.

    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 6,750 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $374,867.

    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).