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Disclosery

Opes Wealth Management LLC: VWO position timeline

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

Opes Wealth Management LLC held 44,171 VWO 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 44,171 shares
    Change vs previous 13F -2,105 shares

    0.41% of the 13F portfolio, value $2,387,443.

    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 46,276 shares
    Change vs previous 13F -785 shares

    0.42% of the 13F portfolio, value $2,487,798.

    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 47,061 shares
    Change vs previous 13F -335 shares

    0.45% of the 13F portfolio, value $2,549,765.

    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 47,396 shares
    Change vs previous 13F -1,445 shares

    0.42% of the 13F portfolio, value $2,344,206.

    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 48,841 shares
    Change vs previous 13F -7,762 shares

    0.45% of the 13F portfolio, value $2,210,544.

    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 56,603 shares
    Change vs previous 13F +10 shares

    0.51% of the 13F portfolio, value $2,492,796.

    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 56,593 shares
    Change vs previous 13F -230 shares

    0.52% of the 13F portfolio, value $2,707,975.

    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 56,823 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,486,574.

    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).