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Opes Wealth Management LLC: IVOL position timeline

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

Opes Wealth Management LLC held 169,559 IVOL 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 169,559 shares
    Change vs previous 13F +76 shares

    0.54% of the 13F portfolio, value $3,172,449.

    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 169,483 shares
    Change vs previous 13F +4,547 shares

    0.55% of the 13F portfolio, value $3,247,294.

    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 164,936 shares
    Change vs previous 13F +3,711 shares

    0.56% of the 13F portfolio, value $3,179,966.

    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 161,225 shares
    Change vs previous 13F -8,765 shares

    0.56% of the 13F portfolio, value $3,153,561.

    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 169,990 shares
    Change vs previous 13F +16,082 shares

    0.64% of the 13F portfolio, value $3,175,413.

    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 153,908 shares
    Change vs previous 13F +5,769 shares

    0.56% of the 13F portfolio, value $2,730,328.

    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 148,139 shares
    Change vs previous 13F +4,203 shares

    0.55% of the 13F portfolio, value $2,851,676.

    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 143,936 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,664,255.

    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).