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Opes Wealth Management LLC: FFEB position timeline

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

Opes Wealth Management LLC held 3,704 FFEB 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 3,704 shares
    Change vs previous 13F -1,390 shares

    0.04% of the 13F portfolio, value $206,869.

    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 5,094 shares
    Change vs previous 13F -110 shares

    0.05% of the 13F portfolio, value $288,422.

    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 5,204 shares
    Change vs previous 13F -219 shares

    0.05% of the 13F portfolio, value $286,975.

    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 5,423 shares
    Change vs previous 13F -3,285 shares

    0.05% of the 13F portfolio, value $284,224.

    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 8,708 shares
    Change vs previous 13F -5,778 shares

    0.09% of the 13F portfolio, value $424,863.

    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 14,486 shares
    Change vs previous 13F -755 shares

    0.15% of the 13F portfolio, value $720,968.

    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 15,241 shares
    Change vs previous 13F -274 shares

    0.14% of the 13F portfolio, value $740,103.

    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 15,515 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $725,947.

    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).