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Opes Wealth Management LLC: XJH position timeline

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

Opes Wealth Management LLC held 38,536 XJH 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 38,536 shares
    Change vs previous 13F +789 shares

    0.3% of the 13F portfolio, value $1,748,378.

    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 37,747 shares
    Change vs previous 13F -25 shares

    0.29% of the 13F portfolio, value $1,685,404.

    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 37,772 shares
    Change vs previous 13F -1,290 shares

    0.29% of the 13F portfolio, value $1,656,302.

    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 39,062 shares
    Change vs previous 13F +5,034 shares

    0.29% of the 13F portfolio, value $1,621,073.

    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 34,028 shares
    Change vs previous 13F +15,825 shares

    0.27% of the 13F portfolio, value $1,329,474.

    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 18,203 shares
    Change vs previous 13F -790 shares

    0.16% of the 13F portfolio, value $761,541.

    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 18,993 shares
    Change vs previous 13F +530 shares

    0.15% of the 13F portfolio, value $803,186.

    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 18,463 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $730,581.

    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).