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Disclosery

Opulen Financial Group LLC: IVOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opulen Financial Group LLC on IVOO, newest first. How the timeline and the estimate are built.

Opulen Financial Group LLC held 2,090 IVOO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,090 shares
    Change vs previous 13F +5 shares

    0.17% of the 13F portfolio, value $272,557.

    13F-HR 0002055099-26-000003 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,085 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $238,346.

    13F-HR 0002055099-26-000002 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,079 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $232,420.

    13F-HR 0002055099-26-000001 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,072 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $228,661.

    13F-HR 0002055099-25-000010 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,065 shares
    Change vs previous 13F -633 shares

    0.18% of the 13F portfolio, value $216,763.

    13F-HR 0002055099-25-000004 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,698 shares
    Change vs previous 13F +206 shares

    0.24% of the 13F portfolio, value $266,325.

    13F-HR 0002055099-25-000002 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,492 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $262,895.

    13F-HR 0002055099-25-000001 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).