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Disclosery

Opes Wealth Management LLC: ESGE position timeline

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

Opes Wealth Management LLC held 21,648 ESGE 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 21,648 shares
    Change vs previous 13F -1,560 shares

    0.17% of the 13F portfolio, value $984,335.

    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 23,208 shares
    Change vs previous 13F -50 shares

    0.17% of the 13F portfolio, value $1,025,097.

    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 23,258 shares
    Change vs previous 13F -380 shares

    0.18% of the 13F portfolio, value $1,009,862.

    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 23,638 shares
    Change vs previous 13F -1,949 shares

    0.16% of the 13F portfolio, value $925,900.

    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 25,587 shares
    Change vs previous 13F -4,485 shares

    0.18% of the 13F portfolio, value $894,266.

    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 30,072 shares
    Change vs previous 13F -535 shares

    0.21% of the 13F portfolio, value $1,004,104.

    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 30,607 shares
    Change vs previous 13F +90 shares

    0.21% of the 13F portfolio, value $1,114,401.

    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 30,517 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,023,235.

    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).