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Opes Wealth Management LLC: ISCG position timeline

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

Opes Wealth Management LLC held 128,657 ISCG 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 128,657 shares
    Change vs previous 13F +396 shares

    1.2% of the 13F portfolio, value $7,050,419.

    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 128,261 shares
    Change vs previous 13F +248 shares

    1.21% of the 13F portfolio, value $7,113,370.

    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 128,013 shares
    Change vs previous 13F +944 shares

    1.22% of the 13F portfolio, value $6,952,235.

    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 127,069 shares
    Change vs previous 13F +8,869 shares

    1.12% of the 13F portfolio, value $6,322,953.

    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 118,200 shares
    Change vs previous 13F +13,739 shares

    1.07% of the 13F portfolio, value $5,324,910.

    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 104,461 shares
    Change vs previous 13F +21 shares

    1.06% of the 13F portfolio, value $5,166,641.

    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 104,440 shares
    Change vs previous 13F +833 shares

    0.98% of the 13F portfolio, value $5,113,382.

    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 103,607 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,712,046.

    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).