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Opes Wealth Management LLC: SPEM position timeline

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

Opes Wealth Management LLC held 174,870 SPEM 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 174,870 shares
    Change vs previous 13F +2,842 shares

    1.4% of the 13F portfolio, value $8,203,151.

    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 172,028 shares
    Change vs previous 13F +2,665 shares

    1.37% of the 13F portfolio, value $8,052,630.

    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 169,363 shares
    Change vs previous 13F -126 shares

    1.4% of the 13F portfolio, value $7,927,882.

    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 169,489 shares
    Change vs previous 13F -10,227 shares

    1.29% of the 13F portfolio, value $7,243,960.

    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 179,716 shares
    Change vs previous 13F -30,490 shares

    1.43% of the 13F portfolio, value $7,075,419.

    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 210,206 shares
    Change vs previous 13F +3,909 shares

    1.65% of the 13F portfolio, value $8,065,604.

    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 206,297 shares
    Change vs previous 13F -912 shares

    1.64% of the 13F portfolio, value $8,515,940.

    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 207,209 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $7,805,563.

    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).