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Opes Wealth Management LLC: CMF position timeline

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

Opes Wealth Management LLC held 467,978 CMF 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 467,978 shares
    Change vs previous 13F +29,000 shares

    4.54% of the 13F portfolio, value $26,609,229.

    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 438,978 shares
    Change vs previous 13F +20,715 shares

    4.28% of the 13F portfolio, value $25,223,676.

    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 418,263 shares
    Change vs previous 13F +31,099 shares

    4.2% of the 13F portfolio, value $23,857,722.

    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 387,164 shares
    Change vs previous 13F +23,802 shares

    3.83% of the 13F portfolio, value $21,580,521.

    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 363,362 shares
    Change vs previous 13F +18,641 shares

    4.13% of the 13F portfolio, value $20,450,013.

    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 344,721 shares
    Change vs previous 13F +19,878 shares

    4.05% of the 13F portfolio, value $19,745,619.

    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 324,843 shares
    Change vs previous 13F -4,563 shares

    3.63% of the 13F portfolio, value $18,876,627.

    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 329,406 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $18,736,613.

    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).