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Opes Wealth Management LLC: FJUL position timeline

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

Opes Wealth Management LLC held 7,058 FJUL 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 7,058 shares
    Change vs previous 13F -43,430 shares

    0.07% of the 13F portfolio, value $386,214.

    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 50,488 shares
    Change vs previous 13F +1,585 shares

    0.48% of the 13F portfolio, value $2,823,077.

    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 48,903 shares
    Change vs previous 13F +50 shares

    0.47% of the 13F portfolio, value $2,676,461.

    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 48,853 shares
    Change vs previous 13F +1,093 shares

    0.45% of the 13F portfolio, value $2,527,630.

    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 47,760 shares
    Change vs previous 13F +700 shares

    0.46% of the 13F portfolio, value $2,274,995.

    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 47,060 shares
    Change vs previous 13F -805 shares

    0.47% of the 13F portfolio, value $2,304,411.

    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 47,865 shares
    Change vs previous 13F -1,415 shares

    0.44% of the 13F portfolio, value $2,302,785.

    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 49,280 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,269,837.

    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).