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Opes Wealth Management LLCAggressive Growth

CIK: 0001766918 | CUPERTINO, CA

Q4 2025 vs Q1 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2026
13F-HR146$608.6M2026-04-29SEC ↗
Q4 2025
13F-HR148$613.3M2026-02-02SEC ↗
Q3 2025
13F-HR144$577.9M2025-11-24SEC ↗
Q2 2025
13F-HR145$563.2M2025-07-31SEC ↗
Q1 2025
13F-HR143$495.5M2025-05-06SEC ↗
Q4 2024
13F-HR137$487.7M2025-01-30SEC ↗
Q3 2024
13F-HR140$520.1M2024-10-29SEC ↗
Q2 2024
13F-HR133$479.2M2024-08-05SEC ↗
Q1 2024
13F-HR132$433.1M2024-05-03SEC ↗
Q4 2023
13F-HR126$416.7M2024-01-31SEC ↗
Q3 2023
13F-HR121$361.0M2023-11-03SEC ↗
Q2 2023
13F-HR121$352.6M2023-08-03SEC ↗
Q1 2023
13F-HR108$310.2M2023-05-02SEC ↗
Q4 2022
13F-HR103$275.3M2023-01-31SEC ↗
Q3 2022
13F-HR93$3.1M2022-11-01SEC ↗
Q2 2022
13F-HR92$2.2M2022-08-10SEC ↗
Q1 2022
13F-HR104$2.8M2022-05-05SEC ↗
Q4 2021
13F-HR109$2.9M2022-01-31SEC ↗
Q3 2021
13F-HR96$2.4M2021-10-29SEC ↗
Q2 2021
13F-HR86$2.3M2021-08-03SEC ↗
Q1 2021
13F-HR83$2.0M2021-05-10SEC ↗
Q4 2020
13F-HR75$1.9M2021-01-29SEC ↗
Q3 2020
13F-HR77$1.8M2020-11-09SEC ↗
Q2 2020
13F-HR68$1.6M2020-08-11SEC ↗
Q1 2020
13F-HR47$1.0M2020-04-16SEC ↗
Q4 2019
13F-HR50$1.2M2020-01-30SEC ↗
Q3 2019
13F-HR52$1.3M2019-11-12SEC ↗
Q2 2019
13F-HR46$897.6K2019-07-30SEC ↗
Q1 2019
13F-HR37$136.8K2019-04-30SEC ↗