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Opes Wealth Management LLC: IQLT position timeline

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

Opes Wealth Management LLC held 43,550 IQLT 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 43,550 shares
    Change vs previous 13F -184 shares

    0.34% of the 13F portfolio, value $2,013,317.

    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 43,734 shares
    Change vs previous 13F +269 shares

    0.34% of the 13F portfolio, value $1,987,710.

    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 43,465 shares
    Change vs previous 13F -364 shares

    0.34% of the 13F portfolio, value $1,920,718.

    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 43,829 shares
    Change vs previous 13F -8,231 shares

    0.34% of the 13F portfolio, value $1,894,289.

    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 52,060 shares
    Change vs previous 13F -4,341 shares

    0.42% of the 13F portfolio, value $2,066,261.

    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 56,401 shares
    Change vs previous 13F +1,078 shares

    0.43% of the 13F portfolio, value $2,093,605.

    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 55,323 shares
    Change vs previous 13F +1,605 shares

    0.44% of the 13F portfolio, value $2,295,351.

    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 53,718 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,097,688.

    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).