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Opes Wealth Management LLC: SPLV position timeline

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

Opes Wealth Management LLC held 125,909 SPLV 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 125,909 shares
    Change vs previous 13F +4,699 shares

    1.57% of the 13F portfolio, value $9,208,984.

    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 121,210 shares
    Change vs previous 13F +2,210 shares

    1.47% of the 13F portfolio, value $8,656,818.

    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 119,000 shares
    Change vs previous 13F +1,893 shares

    1.54% of the 13F portfolio, value $8,744,120.

    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 117,107 shares
    Change vs previous 13F +5,886 shares

    1.51% of the 13F portfolio, value $8,527,732.

    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 111,221 shares
    Change vs previous 13F +7,153 shares

    1.68% of the 13F portfolio, value $8,310,433.

    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 104,068 shares
    Change vs previous 13F +2,683 shares

    1.49% of the 13F portfolio, value $7,284,760.

    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 101,385 shares
    Change vs previous 13F -90 shares

    1.4% of the 13F portfolio, value $7,272,346.

    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 101,475 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $6,590,801.

    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).