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Opes Wealth Management LLC: FLJP position timeline

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

Opes Wealth Management LLC held 201,112 FLJP 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 201,112 shares
    Change vs previous 13F +13,475 shares

    1.24% of the 13F portfolio, value $7,276,246.

    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 187,637 shares
    Change vs previous 13F +1,057 shares

    1.1% of the 13F portfolio, value $6,464,108.

    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 186,580 shares
    Change vs previous 13F +874 shares

    1.14% of the 13F portfolio, value $6,448,189.

    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 185,706 shares
    Change vs previous 13F +9,846 shares

    1.06% of the 13F portfolio, value $5,970,433.

    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 175,860 shares
    Change vs previous 13F +8,960 shares

    1.04% of the 13F portfolio, value $5,170,284.

    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 166,900 shares
    Change vs previous 13F +5,666 shares

    0.98% of the 13F portfolio, value $4,775,009.

    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 161,234 shares
    Change vs previous 13F +5,629 shares

    0.94% of the 13F portfolio, value $4,904,738.

    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 155,605 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $4,475,200.

    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).