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Opes Wealth Management LLC: DON position timeline

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

Opes Wealth Management LLC held 31,686 DON 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 31,686 shares
    Change vs previous 13F +1,513 shares

    0.28% of the 13F portfolio, value $1,664,782.

    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 30,173 shares
    Change vs previous 13F +145 shares

    0.26% of the 13F portfolio, value $1,556,927.

    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 30,028 shares
    Change vs previous 13F +503 shares

    0.28% of the 13F portfolio, value $1,570,464.

    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 29,525 shares
    Change vs previous 13F +3,240 shares

    0.26% of the 13F portfolio, value $1,479,793.

    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 26,285 shares
    Change vs previous 13F +50 shares

    0.26% of the 13F portfolio, value $1,301,633.

    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 26,235 shares
    Change vs previous 13F +3,380 shares

    0.27% of the 13F portfolio, value $1,337,198.

    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 22,855 shares
    Change vs previous 13F +175 shares

    0.22% of the 13F portfolio, value $1,168,576.

    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 22,680 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,060,744.

    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).