Skip to content
Disclosery

Opus Capital Group, LLC: SCHW position timeline

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

Opus Capital Group, LLC held 3,950 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,950 shares
    Change vs previous 13F -167 shares

    0.04% of the 13F portfolio, value $364,000.

    13F-HR 0001330325-26-000005 filed by Opus Capital 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 4,117 shares
    Change vs previous 13F +92 shares

    0.04% of the 13F portfolio, value $387,000.

    13F-HR 0001330325-26-000004 filed by Opus Capital 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 4,025 shares
    Change vs previous 13F +150 shares

    0.04% of the 13F portfolio, value $402,000.

    13F-HR 0001330325-26-000003 filed by Opus Capital 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 3,875 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $370,000.

    13F-HR 0001330325-25-000007 filed by Opus Capital 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 3,875 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $354,000.

    13F-HR 0001330325-25-000005 filed by Opus Capital 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 3,864 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $302,000.

    13F-HR 0001330325-25-000004 filed by Opus Capital 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 3,852 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $285,000.

    13F-HR 0001330325-25-000002 filed by Opus Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,891 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,000.

    13F-HR 0001330325-24-000005 filed by Opus Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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