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Disclosery

Opes Wealth Management LLC: SPDW position timeline

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

Opes Wealth Management LLC held 97,736 SPDW 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 97,736 shares
    Change vs previous 13F +2,874 shares

    0.76% of the 13F portfolio, value $4,461,648.

    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 94,862 shares
    Change vs previous 13F +1,558 shares

    0.72% of the 13F portfolio, value $4,212,821.

    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 93,304 shares
    Change vs previous 13F -1,953 shares

    0.7% of the 13F portfolio, value $3,992,478.

    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 95,257 shares
    Change vs previous 13F -39,660 shares

    0.68% of the 13F portfolio, value $3,856,956.

    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 134,917 shares
    Change vs previous 13F -38,873 shares

    0.99% of the 13F portfolio, value $4,912,328.

    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 173,790 shares
    Change vs previous 13F +6,786 shares

    1.22% of the 13F portfolio, value $5,931,453.

    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 167,004 shares
    Change vs previous 13F +6,072 shares

    1.21% of the 13F portfolio, value $6,272,670.

    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 160,932 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $5,645,495.

    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).