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Opes Wealth Management LLC: VOT position timeline

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

Opes Wealth Management LLC held 56,473 VOT 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 56,473 shares
    Change vs previous 13F +1,128 shares

    2.48% of the 13F portfolio, value $14,533,228.

    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 55,345 shares
    Change vs previous 13F +805 shares

    2.62% of the 13F portfolio, value $15,448,896.

    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 54,540 shares
    Change vs previous 13F +600 shares

    2.82% of the 13F portfolio, value $16,023,307.

    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 53,940 shares
    Change vs previous 13F +2,845 shares

    2.72% of the 13F portfolio, value $15,339,997.

    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 51,095 shares
    Change vs previous 13F +6,378 shares

    2.52% of the 13F portfolio, value $12,499,881.

    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 44,717 shares
    Change vs previous 13F +164 shares

    2.33% of the 13F portfolio, value $11,346,939.

    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 44,553 shares
    Change vs previous 13F +220 shares

    2.09% of the 13F portfolio, value $10,847,319.

    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 44,333 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $10,177,083.

    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).