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Opes Wealth Management LLC: NULV position timeline

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

Opes Wealth Management LLC held 90,386 NULV 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 90,386 shares
    Change vs previous 13F +1,230 shares

    0.7% of the 13F portfolio, value $4,112,563.

    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 89,156 shares
    Change vs previous 13F +145 shares

    0.68% of the 13F portfolio, value $4,016,478.

    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 89,011 shares
    Change vs previous 13F -15 shares

    0.69% of the 13F portfolio, value $3,901,085.

    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 89,026 shares
    Change vs previous 13F +3,697 shares

    0.66% of the 13F portfolio, value $3,731,525.

    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 85,329 shares
    Change vs previous 13F +13,670 shares

    0.7% of the 13F portfolio, value $3,454,971.

    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 71,659 shares
    Change vs previous 13F +89 shares

    0.58% of the 13F portfolio, value $2,821,215.

    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 71,570 shares
    Change vs previous 13F +3,125 shares

    0.57% of the 13F portfolio, value $2,985,900.

    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 68,445 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,586,537.

    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).