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Opes Wealth Management LLC: FNDA position timeline

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

Opes Wealth Management LLC held 304,740 FNDA 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 304,740 shares
    Change vs previous 13F -5,741 shares

    1.69% of the 13F portfolio, value $9,882,712.

    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 310,481 shares
    Change vs previous 13F +9,640 shares

    1.66% of the 13F portfolio, value $9,783,250.

    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 300,841 shares
    Change vs previous 13F +8,427 shares

    1.65% of the 13F portfolio, value $9,374,198.

    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 292,414 shares
    Change vs previous 13F +24,675 shares

    1.49% of the 13F portfolio, value $8,377,661.

    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 267,739 shares
    Change vs previous 13F +31,333 shares

    1.48% of the 13F portfolio, value $7,333,371.

    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 236,406 shares
    Change vs previous 13F +120,952 shares

    1.44% of the 13F portfolio, value $7,021,258.

    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 115,454 shares
    Change vs previous 13F +2,008 shares

    1.32% of the 13F portfolio, value $6,877,595.

    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 113,446 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $6,230,454.

    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).