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Opes Wealth Management LLC: FNDF position timeline

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

Opes Wealth Management LLC held 713,937 FNDF 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 713,937 shares
    Change vs previous 13F -553 shares

    5.96% of the 13F portfolio, value $34,932,937.

    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 714,490 shares
    Change vs previous 13F +11,833 shares

    5.49% of the 13F portfolio, value $32,302,093.

    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 702,657 shares
    Change vs previous 13F -10,484 shares

    5.31% of the 13F portfolio, value $30,186,145.

    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 713,141 shares
    Change vs previous 13F +27,705 shares

    5.07% of the 13F portfolio, value $28,539,903.

    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 685,436 shares
    Change vs previous 13F +9,320 shares

    5% of the 13F portfolio, value $24,771,657.

    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 676,116 shares
    Change vs previous 13F +40,361 shares

    4.6% of the 13F portfolio, value $22,453,812.

    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 635,755 shares
    Change vs previous 13F +10,097 shares

    4.57% of the 13F portfolio, value $23,758,164.

    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 625,658 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $21,916,800.

    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).