Opes Wealth Management LLC SEC EDGAR Filings (CIK 0001766918)

SEC EDGAR filings, ownership reports, and insider transactions for Opes Wealth Management LLC.

Business address
535 Middlefield Road, Suite 160, Menlo Park, CA, 94025
Top securities (13F)
AAPL, FNDF, CMF, GILD, FNDB, VOT, IUSB, SCHB, SPHQ, SCHG, FNDX, VOE, MTUM, DFEV, AGG, SCHV, JBND, FNDC, FNDA, and FIXD
State of incorporation
CA
Fiscal year end
31 December
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Opes Wealth Management LLC has filed 29 SEC EDGAR filings since 30 Apr 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Nov 2025 30 Sep 2025 028-19481
N-PX Open Document Open Filing 26 Aug 2025 30 Jun 2025 028-19481
13F-HR Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-19481
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-19481
13F-HR Open Document Open Filing 30 Jan 2025 31 Dec 2024 028-19481
13F-HR Open Document Open Filing 29 Oct 2024 30 Sep 2024 028-19481
N-PX Open Document Open Filing 29 Aug 2024 30 Jun 2024 028-19481
13F-HR Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-19481
13F-HR Open Document Open Filing 03 May 2024 31 Mar 2024 028-19481
13F-HR Open Document Open Filing 31 Jan 2024 31 Dec 2023 028-19481
13F-HR Open Document Open Filing 03 Nov 2023 30 Sep 2023 028-19481
13F-HR Open Document Open Filing 03 Aug 2023 30 Jun 2023 028-19481
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-19481
13F-HR Open Document Open Filing 31 Jan 2023 31 Dec 2022 028-19481
13F-HR Open Document Open Filing 01 Nov 2022 30 Sep 2022 028-19481
13F-HR Open Document Open Filing 10 Aug 2022 30 Jun 2022 028-19481
13F-HR Open Document Open Filing 05 May 2022 31 Mar 2022 028-19481
13F-HR Open Document Open Filing 31 Jan 2022 31 Dec 2021 028-19481
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-19481
13F-HR Open Document Open Filing 03 Aug 2021 30 Jun 2021 028-19481
13F-HR Open Document Open Filing 10 May 2021 31 Mar 2021 028-19481
13F-HR Open Document Open Filing 29 Jan 2021 31 Dec 2020 028-19481
13F-HR Open Document Open Filing 09 Nov 2020 30 Sep 2020 028-19481
13F-HR Open Document Open Filing 11 Aug 2020 30 Jun 2020 028-19481
13F-HR Open Document Open Filing 16 Apr 2020 31 Mar 2020 028-19481
13F-HR Open Document Open Filing 30 Jan 2020 31 Dec 2019 028-19481
13F-HR Open Document Open Filing 12 Nov 2019 30 Sep 2019 028-19481
13F-HR Open Document Open Filing 30 Jul 2019 30 Jun 2019 028-19481
13F-HR Open Document Open Filing 30 Apr 2019 31 Mar 2019 028-19481