Current Market Value 563,170,412
Current Holdings 145
Most Recent File Date 2025-07-31
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Opes Wealth Management LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 145 563,170
2025-05-06 2025-03-31 13F-HR 143 495,487
2025-01-30 2024-12-31 13F-HR 137 487,743
2024-10-29 2024-09-30 13F-HR 140 520,093
2024-08-05 2024-06-30 13F-HR 133 479,210
2024-05-03 2024-03-31 13F-HR 132 433,116
2024-01-31 2023-12-31 13F-HR 126 416,669
2023-11-03 2023-09-30 13F-HR 121 360,977
2023-08-03 2023-06-30 13F-HR 121 352,552
2023-05-02 2023-03-31 13F-HR 108 310,152
2023-01-31 2022-12-31 13F-HR 103 275,282
2022-11-01 2022-09-30 13F-HR 93 250,080
2022-08-10 2022-06-30 13F-HR 92 249,818
2022-05-05 2022-03-31 13F-HR 104 307,196
2022-01-31 2021-12-31 13F-HR 109 321,849
2021-10-29 2021-09-30 13F-HR 96 282,651
2021-08-03 2021-06-30 13F-HR 86 270,249
2021-05-10 2021-03-31 13F-HR 83 256,354
2021-01-29 2020-12-31 13F-HR 75 207,529
2020-11-09 2020-09-30 13F-HR 77 209,339
2020-08-11 2020-06-30 13F-HR 68 196,234
2020-04-16 2020-03-31 13F-HR 47 132,839
2020-01-30 2019-12-31 13F-HR 50 163,113
2019-11-12 2019-09-30 13F-HR 52 151,515
2019-07-30 2019-06-30 13F-HR 46 146,321
2019-04-30 2019-03-31 13F-HR 37 136,841