Opes Wealth Management LLC: JBND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opes Wealth Management LLC on JBND, newest first. How the timeline and the estimate are built.
Opes Wealth Management LLC held 372,762 JBND shares at 2026-03-31 per its 13F-HR filed 2026-04-29.
the latest 13F is the newest step
- period ended2026-03-3113F 372,762 sharesChange vs previous 13F +188,637 shares
3.42% of the 13F portfolio, value $20,043,413.
13F-HR 0001766918-26-000002 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 184,125 sharesChange vs previous 13F +945 shares
1.69% of the 13F portfolio, value $9,955,639.
13F-HR 0001766918-26-000001 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 183,180 sharesChange vs previous 13F +12,210 shares
1.75% of the 13F portfolio, value $9,921,029.
13F-HR 0001766918-25-000003 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 170,970 sharesChange vs previous 13F +15,630 shares
1.63% of the 13F portfolio, value $9,162,282.
13F-HR 0001085146-25-004343 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 155,340 sharesChange vs previous 13F not available
1.68% of the 13F portfolio, value $8,313,797.
13F-HR 0001085146-25-002635 filed by Opes Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).