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Disclosery

Opes Wealth Management LLC: NUMV position timeline

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

Opes Wealth Management LLC held 38,345 NUMV 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 38,345 shares
    Change vs previous 13F +100 shares

    0.25% of the 13F portfolio, value $1,486,636.

    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 38,245 shares
    Change vs previous 13F +130 shares

    0.25% of the 13F portfolio, value $1,495,380.

    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 38,115 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,474,654.

    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 38,115 shares
    Change vs previous 13F +150 shares

    0.24% of the 13F portfolio, value $1,374,046.

    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 37,965 shares
    Change vs previous 13F +7,835 shares

    0.26% of the 13F portfolio, value $1,298,783.

    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 30,130 shares
    Change vs previous 13F -1,125 shares

    0.22% of the 13F portfolio, value $1,048,825.

    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 31,255 shares
    Change vs previous 13F +1,000 shares

    0.22% of the 13F portfolio, value $1,151,434.

    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 30,255 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $999,323.

    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).