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Opes Wealth Management LLC: WTPI position timeline

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

Opes Wealth Management LLC held 115,731 WTPI 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 115,731 shares
    Change vs previous 13F +2,951 shares

    0.63% of the 13F portfolio, value $3,692,976.

    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 112,780 shares
    Change vs previous 13F +2,849 shares

    0.63% of the 13F portfolio, value $3,723,998.

    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 109,931 shares
    Change vs previous 13F +3,200 shares

    0.64% of the 13F portfolio, value $3,657,393.

    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 106,731 shares
    Change vs previous 13F +5,140 shares

    0.61% of the 13F portfolio, value $3,419,659.

    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 101,591 shares
    Change vs previous 13F +13,897 shares

    0.64% of the 13F portfolio, value $3,163,542.

    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 87,694 shares
    Change vs previous 13F +1,349 shares

    0.59% of the 13F portfolio, value $2,890,931.

    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 86,345 shares
    Change vs previous 13F +3,205 shares

    0.55% of the 13F portfolio, value $2,858,020.

    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 83,140 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,773,564.

    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).