Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-002635
Filing Date
2025-05-06
Accepted
2025-05-06 14:05:15
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-06

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2109
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 86626
  Complete submission text file 0001085146-25-002635.txt   89991
Mailing Address 535 MIDDLEFIELD ROAD SUITE 160 MENLO PARK CA 94025
Business Address 535 MIDDLEFIELD ROAD SUITE 160 MENLO PARK CA 94025 4088315804
Opes Wealth Management LLC (Filer) CIK: 0001766918 (see all company filings)

EIN.: 832488906 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19481 | Film No.: 25916577