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Ares Financial Consulting, LLC → OPY
Ares Financial Consulting, LLC OPY Position History
Oppenheimer Holdings Inc. • Financial Services
Quarters held
4
Latest value
$25K
Q3 2026
Peak value
$25K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2K |
| Q1 2026 | $19K |
| Q2 2026 | $22K |
| Q3 2026 | $25K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25K | 212 | — | — |
| Q2 2026 | $22K | 212 | — | — |
| Q1 2026 | $19K | 212 | — | — |
| Q4 2025 | $2K | 23 | — | — |
Other funds holding OPY
Other Ares Financial Consulting, LLC positions
VGES
$16.6MVANGUARD TOTAL STOCK MARKET ETF
VGES
$16.2MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$14.3MVANGUARD TOTAL STOCK MARKET ETF
VGES
$13.7MVANGUARD TOTAL STOCK MARKET ETF
BTCW
$10MWISDOMTREE FLOATING RATE TREASURY FUND
BTCW
$7.9MWISDOMTREE FLOATING RATE TREASURY FUND
BTCW
$7.5MWISDOMTREE FLOATING RATE TREASURY FUND
BTCW
$7.2MWISDOMTREE FLOATING RATE TREASURY FUND