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Opal Wealth Advisors, LLC: CWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opal Wealth Advisors, LLC on CWI, newest first. How the timeline and the estimate are built.

Opal Wealth Advisors, LLC held 151,249 CWI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,249 shares
    Change vs previous 13F +3,114 shares

    1.33% of the 13F portfolio, value $6,151,313.

    13F-HR 0001844201-26-000004 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 148,135 shares
    Change vs previous 13F +5,357 shares

    1.23% of the 13F portfolio, value $5,420,243.

    13F-HR 0001844201-26-000003 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 142,778 shares
    Change vs previous 13F -2,353 shares

    1.34% of the 13F portfolio, value $5,128,569.

    13F-HR 0001844201-26-000002 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 145,131 shares
    Change vs previous 13F +7,210 shares

    1.41% of the 13F portfolio, value $5,067,991.

    13F-HR 0001844201-25-000006 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 137,921 shares
    Change vs previous 13F +4,566 shares

    1.25% of the 13F portfolio, value $4,504,516.

    13F-HR 0001844201-25-000004 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 133,355 shares
    Change vs previous 13F +14,259 shares

    1.22% of the 13F portfolio, value $3,944,655.

    13F-HR 0001847820-25-000005 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 119,096 shares
    Change vs previous 13F +18,080 shares

    1% of the 13F portfolio, value $3,327,556.

    13F-HR 0001844201-25-000001 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 101,016 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,074,913.

    13F-HR 0001844201-24-000007 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).