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Opes Wealth Management LLC: FNDB position timeline

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

Opes Wealth Management LLC held 744,765 FNDB 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 744,765 shares
    Change vs previous 13F +7,116 shares

    3.46% of the 13F portfolio, value $20,257,604.

    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 737,649 shares
    Change vs previous 13F +14,476 shares

    3.33% of the 13F portfolio, value $19,599,330.

    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 723,173 shares
    Change vs previous 13F +21,370 shares

    3.28% of the 13F portfolio, value $18,614,470.

    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 701,803 shares
    Change vs previous 13F +67,217 shares

    2.99% of the 13F portfolio, value $16,829,233.

    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 634,586 shares
    Change vs previous 13F +115,761 shares

    2.95% of the 13F portfolio, value $14,601,821.

    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 518,825 shares
    Change vs previous 13F +348,287 shares

    2.47% of the 13F portfolio, value $12,067,866.

    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 170,538 shares
    Change vs previous 13F +1,385 shares

    2.31% of the 13F portfolio, value $12,000,750.

    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 169,153 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $11,093,045.

    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).