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Opes Wealth Management LLC: FNDC position timeline

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

Opes Wealth Management LLC held 225,489 FNDC 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 225,489 shares
    Change vs previous 13F +2,249 shares

    1.78% of the 13F portfolio, value $10,453,678.

    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 223,240 shares
    Change vs previous 13F +6,496 shares

    1.69% of the 13F portfolio, value $9,945,349.

    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 216,744 shares
    Change vs previous 13F +7,906 shares

    1.7% of the 13F portfolio, value $9,647,273.

    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 208,838 shares
    Change vs previous 13F +4,802 shares

    1.56% of the 13F portfolio, value $8,781,635.

    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 204,036 shares
    Change vs previous 13F +5,509 shares

    1.49% of the 13F portfolio, value $7,386,101.

    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 198,527 shares
    Change vs previous 13F +18,408 shares

    1.39% of the 13F portfolio, value $6,777,710.

    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 180,119 shares
    Change vs previous 13F +7,624 shares

    1.32% of the 13F portfolio, value $6,871,538.

    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 172,495 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,995,936.

    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).