Position in PYPL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$276,038
-$76,693 QoQ
Shares Held
6,103
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Opes Wealth Management LLC holds $529,012 across 2 Credit Services names. PYPL ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
This page
|
6,103 | $276,038 | |
| 2 | V |
Visa Inc.
|
837 | $252,974 |
All Filings in PYPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,038 | 6,103 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $352,731 | 6,042 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $403,835 | 6,022 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $449,115 | 6,043 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $397,568 | 6,093 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $516,196 | 6,048 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $471,145 | 6,038 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $349,804 | 6,028 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $467,456 | 6,978 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $602,616 | 9,813 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $575,421 | 9,843 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $608,110 | 9,113 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $836,706 | 11,018 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $864,468 | 12,138 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,089,043 | 12,653 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $859,241 | 12,303 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,424,229 | 12,315 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,322,362 | 12,315 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,165,194 | 12,164 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,545,562 | 12,164 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,953,662 | 12,163 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,848,574 | 12,163 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,026,256 | 10,284 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,933,430 | 11,097 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||