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Disclosery

Opes Wealth Management LLC: IJH position timeline

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

Opes Wealth Management LLC held 134,895 IJH 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 134,895 shares
    Change vs previous 13F -1,027 shares

    1.56% of the 13F portfolio, value $9,109,464.

    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 135,922 shares
    Change vs previous 13F +3,288 shares

    1.52% of the 13F portfolio, value $8,970,856.

    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 132,634 shares
    Change vs previous 13F -329 shares

    1.52% of the 13F portfolio, value $8,655,699.

    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 132,963 shares
    Change vs previous 13F +21,329 shares

    1.46% of the 13F portfolio, value $8,246,369.

    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 111,634 shares
    Change vs previous 13F +22,347 shares

    1.31% of the 13F portfolio, value $6,513,848.

    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 89,287 shares
    Change vs previous 13F +2,950 shares

    1.14% of the 13F portfolio, value $5,563,458.

    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 86,337 shares
    Change vs previous 13F +2,804 shares

    1.03% of the 13F portfolio, value $5,380,526.

    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 83,533 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,888,355.

    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).