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Disclosery

Opes Wealth Management LLC: IUSB position timeline

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

Opes Wealth Management LLC held 347,461 IUSB 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 347,461 shares
    Change vs previous 13F -455 shares

    2.74% of the 13F portfolio, value $16,049,224.

    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 347,916 shares
    Change vs previous 13F +12,375 shares

    2.75% of the 13F portfolio, value $16,191,995.

    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 335,541 shares
    Change vs previous 13F -12,294 shares

    2.76% of the 13F portfolio, value $15,673,118.

    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 347,835 shares
    Change vs previous 13F -14,736 shares

    2.86% of the 13F portfolio, value $16,080,419.

    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 362,571 shares
    Change vs previous 13F +23,956 shares

    3.37% of the 13F portfolio, value $16,707,293.

    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 338,615 shares
    Change vs previous 13F +5,557 shares

    3.14% of the 13F portfolio, value $15,305,398.

    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 333,058 shares
    Change vs previous 13F +4,489 shares

    3.02% of the 13F portfolio, value $15,693,672.

    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 328,569 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $14,857,879.

    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).