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Opes Wealth Management LLC: VTEB position timeline

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

Opes Wealth Management LLC held 68,457 VTEB 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 68,457 shares
    Change vs previous 13F +7,410 shares

    0.58% of the 13F portfolio, value $3,415,320.

    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 61,047 shares
    Change vs previous 13F +1,300 shares

    0.52% of the 13F portfolio, value $3,070,054.

    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 59,747 shares
    Change vs previous 13F +4,695 shares

    0.53% of the 13F portfolio, value $2,991,532.

    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 55,052 shares
    Change vs previous 13F +7,493 shares

    0.48% of the 13F portfolio, value $2,699,200.

    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 47,559 shares
    Change vs previous 13F +2,040 shares

    0.48% of the 13F portfolio, value $2,359,878.

    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 45,519 shares
    Change vs previous 13F +8,034 shares

    0.47% of the 13F portfolio, value $2,281,867.

    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 37,485 shares
    Change vs previous 13F +2,795 shares

    0.37% of the 13F portfolio, value $1,916,233.

    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 34,690 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,738,316.

    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).