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Disclosery

Opes Wealth Management LLC: MMIT position timeline

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

Opes Wealth Management LLC held 42,535 MMIT 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 42,535 shares
    Change vs previous 13F +1,835 shares

    0.18% of the 13F portfolio, value $1,025,306.

    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 40,700 shares
    Change vs previous 13F +965 shares

    0.17% of the 13F portfolio, value $990,231.

    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 39,735 shares
    Change vs previous 13F +480 shares

    0.17% of the 13F portfolio, value $965,561.

    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 39,255 shares
    Change vs previous 13F +3,250 shares

    0.17% of the 13F portfolio, value $936,232.

    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 36,005 shares
    Change vs previous 13F -1,690 shares

    0.17% of the 13F portfolio, value $863,040.

    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 37,695 shares
    Change vs previous 13F +5,150 shares

    0.19% of the 13F portfolio, value $905,057.

    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 32,545 shares
    Change vs previous 13F +2,250 shares

    0.15% of the 13F portfolio, value $800,607.

    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 30,295 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $732,533.

    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).