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Opes Wealth Management LLC: GOOGL position timeline

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

Opes Wealth Management LLC held 8,668 GOOGL 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 8,668 shares
    Change vs previous 13F +782 shares

    0.43% of the 13F portfolio, value $2,492,622.

    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 7,886 shares
    Change vs previous 13F -1,308 shares

    0.42% of the 13F portfolio, value $2,468,353.

    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 9,194 shares
    Change vs previous 13F +366 shares

    0.39% of the 13F portfolio, value $2,234,964.

    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 8,828 shares
    Change vs previous 13F -1,988 shares

    0.28% of the 13F portfolio, value $1,555,686.

    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 10,816 shares
    Change vs previous 13F -66 shares

    0.34% of the 13F portfolio, value $1,672,621.

    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 10,882 shares
    Change vs previous 13F +3,431 shares

    0.42% of the 13F portfolio, value $2,059,990.

    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 7,451 shares
    Change vs previous 13F -50 shares

    0.24% of the 13F portfolio, value $1,235,748.

    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 7,501 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,366,307.

    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).