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Opes Wealth Management LLC: JPIE position timeline

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

Opes Wealth Management LLC held 15,744 JPIE 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 15,744 shares
    Change vs previous 13F +840 shares

    0.12% of the 13F portfolio, value $725,326.

    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 14,904 shares
    Change vs previous 13F +573 shares

    0.12% of the 13F portfolio, value $689,906.

    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 14,331 shares
    Change vs previous 13F +2,057 shares

    0.12% of the 13F portfolio, value $665,102.

    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 12,274 shares
    Change vs previous 13F -1,096 shares

    0.1% of the 13F portfolio, value $568,532.

    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 13,370 shares
    Change vs previous 13F +3,390 shares

    0.12% of the 13F portfolio, value $615,956.

    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 9,980 shares
    Change vs previous 13F +598 shares

    0.09% of the 13F portfolio, value $455,288.

    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 9,382 shares
    Change vs previous 13F +452 shares

    0.08% of the 13F portfolio, value $435,231.

    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 8,930 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $405,958.

    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).