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Disclosery

Opes Wealth Management LLC: IWF position timeline

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

Opes Wealth Management LLC held 16,545 IWF 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 16,545 shares
    Change vs previous 13F -20 shares

    1.2% of the 13F portfolio, value $7,054,897.

    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 16,565 shares
    Change vs previous 13F -221 shares

    1.33% of the 13F portfolio, value $7,840,164.

    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 16,786 shares
    Change vs previous 13F -2,480 shares

    1.38% of the 13F portfolio, value $7,862,962.

    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 19,266 shares
    Change vs previous 13F +2,450 shares

    1.45% of the 13F portfolio, value $8,180,012.

    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 16,816 shares
    Change vs previous 13F -116 shares

    1.23% of the 13F portfolio, value $6,071,996.

    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 16,932 shares
    Change vs previous 13F +205 shares

    1.39% of the 13F portfolio, value $6,799,678.

    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 16,727 shares
    Change vs previous 13F +1 shares

    1.21% of the 13F portfolio, value $6,278,943.

    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 16,726 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $6,096,906.

    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).