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Opes Wealth Management LLC: VOE position timeline

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

Opes Wealth Management LLC held 69,713 VOE 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 69,713 shares
    Change vs previous 13F +1,494 shares

    2.19% of the 13F portfolio, value $12,846,778.

    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 68,219 shares
    Change vs previous 13F +750 shares

    2.06% of the 13F portfolio, value $12,100,068.

    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 67,469 shares
    Change vs previous 13F +1,823 shares

    2.07% of the 13F portfolio, value $11,778,738.

    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 65,646 shares
    Change vs previous 13F +4,690 shares

    1.92% of the 13F portfolio, value $10,796,141.

    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 60,956 shares
    Change vs previous 13F +11,330 shares

    1.98% of the 13F portfolio, value $9,785,876.

    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 49,626 shares
    Change vs previous 13F +369 shares

    1.65% of the 13F portfolio, value $8,027,998.

    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 49,257 shares
    Change vs previous 13F -381 shares

    1.59% of the 13F portfolio, value $8,258,921.

    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 49,638 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $7,467,044.

    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).