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Opes Wealth Management LLC: VYM position timeline

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

Opes Wealth Management LLC held 17,454 VYM 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 17,454 shares
    Change vs previous 13F -25 shares

    0.44% of the 13F portfolio, value $2,584,937.

    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 17,479 shares
    Change vs previous 13F -23 shares

    0.43% of the 13F portfolio, value $2,508,586.

    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 17,502 shares
    Change vs previous 13F +355 shares

    0.43% of the 13F portfolio, value $2,466,907.

    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 17,147 shares
    Change vs previous 13F -110 shares

    0.41% of the 13F portfolio, value $2,285,867.

    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 17,257 shares
    Change vs previous 13F -150 shares

    0.45% of the 13F portfolio, value $2,225,463.

    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 17,407 shares
    Change vs previous 13F +3,166 shares

    0.46% of the 13F portfolio, value $2,220,959.

    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 14,241 shares
    Change vs previous 13F -357 shares

    0.35% of the 13F portfolio, value $1,825,696.

    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 14,598 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,731,323.

    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).