Opes Wealth Management LLC

Position in ONTF — ON24 INC.

CIK 1766918 MENLO PARK, CA

Position in ONTF

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

+$0 QoQ

Shares Held

22,500

0.0% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Opes Wealth Management LLC holds $1,163,365 across 5 Software - Application names. ONTF ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	3,053	$396,645
2	NOW	ServiceNow, Inc.	2,575	$269,216
3	ADBE	Adobe Inc.	1,076	$261,554
4	CRM	Salesforce, Inc.	1,264	$235,950
5	ONTF	ON24 INC. This page	22,500	$0

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	—	22,500	0.0%	Shares	Sole	2026-04-29
2025-12-31	—	22,500	-30.8%	Shares	Sole	2026-02-02
2025-09-30	—	32,500	0.0%	Shares	Sole	2025-11-24
2025-06-30	—	32,500	0.0%	Shares	Sole	2025-07-31
2025-03-31	—	32,500	0.0%	Shares	Sole	2025-05-06
2024-12-31	—	32,500	-43.1%	Shares	Sole	2025-01-30
2024-09-30	—	57,154	-15.3%	Shares	Sole	2024-10-29
2024-06-30	—	67,500	0.0%	Shares	Sole	2024-08-05
2024-03-31	—	67,500	0.0%	Shares	Sole	2024-05-03
2023-12-31	—	67,500	0.0%	Shares	Sole	2024-01-31
2023-09-30	—	67,500	-12.9%	Shares	Sole	2023-11-03
2023-06-30	—	77,500	0.0%	Shares	Sole	2023-08-03
2023-03-31	—	77,500	-16.2%	Shares	Sole	2023-05-02
2022-12-31	—	92,500	0.0%	Shares	Sole	2023-01-31
2022-09-30	—	92,500	0.0%	Shares	Sole	2022-11-01
2022-06-30	—	92,500	-7.5%	Shares	Sole	2022-08-10
2022-03-31	—	100,000	0.0%	Shares	Sole	2022-05-05
2021-12-31	—	100,000	-16.7%	Shares	Sole	2022-01-31
2021-09-30	—	120,000	—	Shares	Sole	2021-10-29
No filing history on record for this holder in this stock.