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Disclosery

Opes Wealth Management LLC: DFEV position timeline

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

Opes Wealth Management LLC held 329,925 DFEV 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 329,925 shares
    Change vs previous 13F -589 shares

    2.02% of the 13F portfolio, value $11,804,705.

    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 330,514 shares
    Change vs previous 13F -3,318 shares

    1.89% of the 13F portfolio, value $11,151,532.

    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 333,832 shares
    Change vs previous 13F -1,298 shares

    1.87% of the 13F portfolio, value $10,645,888.

    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 335,130 shares
    Change vs previous 13F +4,449 shares

    1.78% of the 13F portfolio, value $10,050,549.

    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 330,681 shares
    Change vs previous 13F -6,984 shares

    1.81% of the 13F portfolio, value $8,944,921.

    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 337,665 shares
    Change vs previous 13F +12,031 shares

    1.81% of the 13F portfolio, value $8,850,200.

    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 325,634 shares
    Change vs previous 13F -722 shares

    1.78% of the 13F portfolio, value $9,267,544.

    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 326,356 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $8,974,790.

    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).