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Opes Wealth Management LLC: FREL position timeline

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

Opes Wealth Management LLC held 133,774 FREL 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 133,774 shares
    Change vs previous 13F +5,089 shares

    0.61% of the 13F portfolio, value $3,599,858.

    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 128,685 shares
    Change vs previous 13F +4,408 shares

    0.59% of the 13F portfolio, value $3,460,340.

    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 124,277 shares
    Change vs previous 13F +3,579 shares

    0.61% of the 13F portfolio, value $3,456,143.

    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 120,698 shares
    Change vs previous 13F +2,846 shares

    0.58% of the 13F portfolio, value $3,263,674.

    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 117,852 shares
    Change vs previous 13F +12,784 shares

    0.65% of the 13F portfolio, value $3,237,394.

    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 105,068 shares
    Change vs previous 13F +112 shares

    0.58% of the 13F portfolio, value $2,838,937.

    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 104,956 shares
    Change vs previous 13F +511 shares

    0.59% of the 13F portfolio, value $3,094,103.

    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 104,445 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,646,636.

    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).