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Opes Wealth Management LLC: USMV position timeline

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

Opes Wealth Management LLC held 8,940 USMV 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 8,940 shares
    Change vs previous 13F -489 shares

    0.14% of the 13F portfolio, value $829,118.

    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 9,429 shares
    Change vs previous 13F -465 shares

    0.15% of the 13F portfolio, value $887,866.

    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 9,894 shares
    Change vs previous 13F -1,249 shares

    0.17% of the 13F portfolio, value $941,353.

    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 11,143 shares
    Change vs previous 13F -106 shares

    0.19% of the 13F portfolio, value $1,046,028.

    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 11,249 shares
    Change vs previous 13F +903 shares

    0.21% of the 13F portfolio, value $1,053,610.

    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 10,346 shares
    Change vs previous 13F +7,646 shares

    0.19% of the 13F portfolio, value $918,646.

    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 2,700 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $246,570.

    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 2,694 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $226,180.

    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).