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Opes Wealth Management LLC: FNDX position timeline

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

Opes Wealth Management LLC held 471,904 FNDX 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 471,904 shares
    Change vs previous 13F -6,585 shares

    2.24% of the 13F portfolio, value $13,142,526.

    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 478,489 shares
    Change vs previous 13F -805 shares

    2.21% of the 13F portfolio, value $13,019,686.

    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 479,294 shares
    Change vs previous 13F -793 shares

    2.22% of the 13F portfolio, value $12,605,432.

    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 480,087 shares
    Change vs previous 13F -389 shares

    2.09% of the 13F portfolio, value $11,781,335.

    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 480,476 shares
    Change vs previous 13F -6,384 shares

    2.29% of the 13F portfolio, value $11,344,038.

    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 486,860 shares
    Change vs previous 13F +324,164 shares

    2.36% of the 13F portfolio, value $11,528,845.

    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 162,696 shares
    Change vs previous 13F -1,534 shares

    2.24% of the 13F portfolio, value $11,675,065.

    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 164,230 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $11,000,125.

    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).