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Opes Wealth Management LLC: IDHQ position timeline

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

Opes Wealth Management LLC held 139,643 IDHQ 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 139,643 shares
    Change vs previous 13F +5,576 shares

    0.84% of the 13F portfolio, value $4,939,173.

    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 134,067 shares
    Change vs previous 13F +895 shares

    0.8% of the 13F portfolio, value $4,712,455.

    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 133,172 shares
    Change vs previous 13F +512 shares

    0.79% of the 13F portfolio, value $4,481,238.

    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 132,660 shares
    Change vs previous 13F -1,686 shares

    0.78% of the 13F portfolio, value $4,375,127.

    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 134,346 shares
    Change vs previous 13F -8,190 shares

    0.81% of the 13F portfolio, value $4,022,319.

    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 142,536 shares
    Change vs previous 13F +5,635 shares

    0.83% of the 13F portfolio, value $4,036,620.

    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 136,901 shares
    Change vs previous 13F -342 shares

    0.84% of the 13F portfolio, value $4,347,976.

    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 137,243 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,174,932.

    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).