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Opes Wealth Management LLC: VEA position timeline

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

Opes Wealth Management LLC held 23,615 VEA 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 23,615 shares
    Change vs previous 13F -3,842 shares

    0.26% of the 13F portfolio, value $1,513,249.

    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 27,457 shares
    Change vs previous 13F -290 shares

    0.29% of the 13F portfolio, value $1,715,239.

    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 27,747 shares
    Change vs previous 13F -52,060 shares

    0.29% of the 13F portfolio, value $1,662,600.

    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 79,807 shares
    Change vs previous 13F -1,154 shares

    0.81% of the 13F portfolio, value $4,549,797.

    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 80,961 shares
    Change vs previous 13F -56,655 shares

    0.83% of the 13F portfolio, value $4,115,248.

    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 137,616 shares
    Change vs previous 13F +6,179 shares

    1.35% of the 13F portfolio, value $6,580,797.

    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 131,437 shares
    Change vs previous 13F +335 shares

    1.33% of the 13F portfolio, value $6,941,188.

    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 131,102 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $6,479,061.

    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).