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Opes Wealth Management LLC: FBND position timeline

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

Opes Wealth Management LLC held 205,478 FBND 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 205,478 shares
    Change vs previous 13F +3,825 shares

    1.6% of the 13F portfolio, value $9,373,906.

    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 201,653 shares
    Change vs previous 13F +7,275 shares

    1.58% of the 13F portfolio, value $9,284,103.

    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 194,378 shares
    Change vs previous 13F -5,581 shares

    1.58% of the 13F portfolio, value $8,988,038.

    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 199,959 shares
    Change vs previous 13F -5,860 shares

    1.62% of the 13F portfolio, value $9,148,124.

    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 205,819 shares
    Change vs previous 13F +10,418 shares

    1.9% of the 13F portfolio, value $9,395,618.

    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 195,401 shares
    Change vs previous 13F +10,670 shares

    1.8% of the 13F portfolio, value $8,767,643.

    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 184,731 shares
    Change vs previous 13F +2,497 shares

    1.66% of the 13F portfolio, value $8,634,327.

    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 182,234 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $8,187,774.

    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).