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Opes Wealth Management LLC: ESGU position timeline

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

Opes Wealth Management LLC held 23,326 ESGU 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 23,326 shares
    Change vs previous 13F +70 shares

    0.56% of the 13F portfolio, value $3,298,763.

    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 23,256 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $3,464,679.

    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 23,256 shares
    Change vs previous 13F -460 shares

    0.6% of the 13F portfolio, value $3,386,074.

    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 23,716 shares
    Change vs previous 13F +989 shares

    0.57% of the 13F portfolio, value $3,208,775.

    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 22,727 shares
    Change vs previous 13F +4,015 shares

    0.56% of the 13F portfolio, value $2,770,649.

    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 18,712 shares
    Change vs previous 13F -924 shares

    0.49% of the 13F portfolio, value $2,410,480.

    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 19,636 shares
    Change vs previous 13F +380 shares

    0.48% of the 13F portfolio, value $2,477,670.

    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 19,256 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,297,626.

    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).