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Opes Wealth Management LLC: ITOT position timeline

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

Opes Wealth Management LLC held 3,281 ITOT 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 3,281 shares
    Change vs previous 13F -639 shares

    0.08% of the 13F portfolio, value $467,313.

    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 3,920 shares
    Change vs previous 13F +38 shares

    0.1% of the 13F portfolio, value $582,865.

    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 3,882 shares
    Change vs previous 13F -142 shares

    0.1% of the 13F portfolio, value $565,413.

    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 4,024 shares
    Change vs previous 13F -600 shares

    0.1% of the 13F portfolio, value $543,401.

    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 4,624 shares
    Change vs previous 13F +1,699 shares

    0.11% of the 13F portfolio, value $564,174.

    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 2,925 shares
    Change vs previous 13F -145 shares

    0.08% of the 13F portfolio, value $376,214.

    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 3,070 shares
    Change vs previous 13F +156 shares

    0.07% of the 13F portfolio, value $385,653.

    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 2,914 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $346,125.

    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).