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Opes Wealth Management LLC: DAN position timeline

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

Opes Wealth Management LLC held 44,593 DAN 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 44,593 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,500,554.

    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 44,593 shares
    Change vs previous 13F -8,712 shares

    0.18% of the 13F portfolio, value $1,059,530.

    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 53,305 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,068,232.

    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 53,305 shares
    Change vs previous 13F +12,359 shares

    0.16% of the 13F portfolio, value $914,181.

    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 40,946 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $545,810.

    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 40,946 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $473,336.

    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 40,946 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $432,390.

    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 40,946 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $496,266.

    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).