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Opes Wealth Management LLC: MSFT position timeline

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

Opes Wealth Management LLC held 10,452 MSFT 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 10,452 shares
    Change vs previous 13F -35 shares

    0.66% of the 13F portfolio, value $3,868,933.

    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 10,487 shares
    Change vs previous 13F -859 shares

    0.86% of the 13F portfolio, value $5,071,535.

    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 11,346 shares
    Change vs previous 13F +120 shares

    1.03% of the 13F portfolio, value $5,876,702.

    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 11,226 shares
    Change vs previous 13F -376 shares

    0.99% of the 13F portfolio, value $5,584,099.

    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 11,602 shares
    Change vs previous 13F +173 shares

    0.88% of the 13F portfolio, value $4,355,240.

    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 11,429 shares
    Change vs previous 13F +2,851 shares

    0.99% of the 13F portfolio, value $4,817,409.

    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 8,578 shares
    Change vs previous 13F -121 shares

    0.71% of the 13F portfolio, value $3,691,263.

    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 8,699 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,888,233.

    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).