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Opes Wealth Management LLC: AVSE position timeline

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

Opes Wealth Management LLC held 22,212 AVSE 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 22,212 shares
    Change vs previous 13F -160 shares

    0.25% of the 13F portfolio, value $1,478,622.

    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 22,372 shares
    Change vs previous 13F -115 shares

    0.25% of the 13F portfolio, value $1,453,529.

    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 22,487 shares
    Change vs previous 13F -192 shares

    0.25% of the 13F portfolio, value $1,429,436.

    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 22,679 shares
    Change vs previous 13F +175 shares

    0.24% of the 13F portfolio, value $1,329,652.

    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 22,504 shares
    Change vs previous 13F +450 shares

    0.23% of the 13F portfolio, value $1,156,256.

    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 22,054 shares
    Change vs previous 13F +355 shares

    0.23% of the 13F portfolio, value $1,112,201.

    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 21,699 shares
    Change vs previous 13F +755 shares

    0.23% of the 13F portfolio, value $1,200,389.

    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 20,944 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,083,877.

    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).