Skip to content
Disclosery

Opes Wealth Management LLC: EAGG position timeline

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

Opes Wealth Management LLC held 7,302 EAGG 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 7,302 shares
    Change vs previous 13F -555 shares

    0.06% of the 13F portfolio, value $347,210.

    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 7,857 shares
    Change vs previous 13F +310 shares

    0.06% of the 13F portfolio, value $375,957.

    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 7,547 shares
    Change vs previous 13F +55 shares

    0.06% of the 13F portfolio, value $362,482.

    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 7,492 shares
    Change vs previous 13F +110 shares

    0.06% of the 13F portfolio, value $356,170.

    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 7,382 shares
    Change vs previous 13F +225 shares

    0.07% of the 13F portfolio, value $350,497.

    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 7,157 shares
    Change vs previous 13F +360 shares

    0.07% of the 13F portfolio, value $332,371.

    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 6,797 shares
    Change vs previous 13F +270 shares

    0.06% of the 13F portfolio, value $330,266.

    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 6,527 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $304,223.

    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).