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Opes Wealth Management LLC: IMTM position timeline

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

Opes Wealth Management LLC held 127,493 IMTM 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 127,493 shares
    Change vs previous 13F -154 shares

    1.05% of the 13F portfolio, value $6,122,232.

    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 127,647 shares
    Change vs previous 13F +902 shares

    1.04% of the 13F portfolio, value $6,123,245.

    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 126,745 shares
    Change vs previous 13F +1,424 shares

    1.07% of the 13F portfolio, value $6,068,551.

    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 125,321 shares
    Change vs previous 13F -60 shares

    1.02% of the 13F portfolio, value $5,725,916.

    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 125,381 shares
    Change vs previous 13F +3,434 shares

    1.01% of the 13F portfolio, value $5,007,717.

    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 121,947 shares
    Change vs previous 13F +2,435 shares

    0.94% of the 13F portfolio, value $4,560,818.

    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 119,512 shares
    Change vs previous 13F +451 shares

    0.93% of the 13F portfolio, value $4,825,895.

    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 119,061 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,606,470.

    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).