Skip to content
Disclosery

Opes Wealth Management LLC: FLIA position timeline

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

Opes Wealth Management LLC held 29,880 FLIA 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 29,880 shares
    Change vs previous 13F +769 shares

    0.1% of the 13F portfolio, value $605,369.

    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 29,111 shares
    Change vs previous 13F +1,148 shares

    0.1% of the 13F portfolio, value $587,460.

    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 27,963 shares
    Change vs previous 13F -9,760 shares

    0.1% of the 13F portfolio, value $573,521.

    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 37,723 shares
    Change vs previous 13F -623 shares

    0.14% of the 13F portfolio, value $774,830.

    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 38,346 shares
    Change vs previous 13F +5,122 shares

    0.16% of the 13F portfolio, value $775,356.

    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 33,224 shares
    Change vs previous 13F +1,078 shares

    0.14% of the 13F portfolio, value $673,783.

    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 32,146 shares
    Change vs previous 13F +1,160 shares

    0.13% of the 13F portfolio, value $668,476.

    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 30,986 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $624,678.

    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).