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Opes Wealth Management LLC: SPHQ position timeline

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

Opes Wealth Management LLC held 186,317 SPHQ 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 186,317 shares
    Change vs previous 13F -1,294 shares

    2.39% of the 13F portfolio, value $14,009,175.

    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 187,611 shares
    Change vs previous 13F +2,057 shares

    2.39% of the 13F portfolio, value $14,080,206.

    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 185,554 shares
    Change vs previous 13F +91 shares

    2.39% of the 13F portfolio, value $13,599,253.

    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 185,463 shares
    Change vs previous 13F +5,351 shares

    2.35% of the 13F portfolio, value $13,216,093.

    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 180,112 shares
    Change vs previous 13F +15,479 shares

    2.41% of the 13F portfolio, value $11,948,630.

    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 164,633 shares
    Change vs previous 13F +822 shares

    2.26% of the 13F portfolio, value $11,035,350.

    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 163,811 shares
    Change vs previous 13F -364 shares

    2.12% of the 13F portfolio, value $11,019,566.

    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 164,175 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $10,431,680.

    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).