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Opes Wealth Management LLC: USXF position timeline

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

Opes Wealth Management LLC held 45,274 USXF 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 45,274 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $2,499,125.

    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 45,274 shares
    Change vs previous 13F +269 shares

    0.44% of the 13F portfolio, value $2,606,877.

    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 45,005 shares
    Change vs previous 13F +210 shares

    0.45% of the 13F portfolio, value $2,579,237.

    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 44,795 shares
    Change vs previous 13F +1,260 shares

    0.43% of the 13F portfolio, value $2,415,794.

    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 43,535 shares
    Change vs previous 13F +3,551 shares

    0.41% of the 13F portfolio, value $2,031,778.

    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 39,984 shares
    Change vs previous 13F +500 shares

    0.41% of the 13F portfolio, value $1,988,004.

    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 39,484 shares
    Change vs previous 13F +1,610 shares

    0.37% of the 13F portfolio, value $1,937,875.

    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 37,874 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,764,171.

    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).