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Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

PYPL holding history

PayPal Holdings, Inc. in every 13F filed by Opes Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PYPL overviewAll 13F holders of PYPLFull Q1 2026 holdings

Shares (Q1 2026)
6,103
Value
$276.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PYPL by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20266,103$276.0K<0.1%+61+1.0%AddedHolders
Q4 20256,042$352.7K0.1%+20+0.3%AddedHolders
Q3 20256,022$403.8K0.1%−21−0.3%ReducedHolders
Q2 20256,043$449.1K0.1%−50−0.8%ReducedHolders
Q1 20256,093$397.6K0.1%+45+0.7%AddedHolders
Q4 20246,048$516.2K0.1%+10+0.2%AddedHolders
Q3 20246,038$471.1K0.1%+10+0.2%AddedHolders
Q2 20246,028$349.8K0.1%−950−13.6%ReducedHolders
Q1 20246,978$467.5K0.1%−2,835−28.9%ReducedHolders
Q4 20239,813$602.6K0.1%−30−0.3%ReducedHolders
Q3 20239,843$575.4K0.2%+730+8.0%AddedHolders
Q2 20239,113$608.1K0.2%−1,905−17.3%ReducedHolders
Q1 202311,018$836.7K0.3%−1,120−9.2%ReducedHolders
Q4 202212,138$864.5K0.3%−515−4.1%ReducedHolders
Q3 202212,653$1.09M0.4%+350+2.8%AddedHolders
Q2 202212,303$859.0K0.3%−12−0.1%ReducedHolders
Q1 202212,315$1.42M0.5%00.0%UnchangedHolders
Q4 202112,315$2.32M0.7%+151+1.2%AddedHolders
Q3 202112,164$3.17M1.1%00.0%UnchangedHolders
Q2 202112,164$3.55M1.3%+10.0%AddedHolders
Q1 202112,163$2.95M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.