Opal Wealth Advisors, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opal Wealth Advisors, LLC on DIS, newest first. How the timeline and the estimate are built.
Opal Wealth Advisors, LLC held 6,077 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 6,077 sharesChange vs previous 13F -105 shares
0.13% of the 13F portfolio, value $584,953.
13F-HR 0001844201-26-000004 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,182 sharesChange vs previous 13F -207 shares
0.13% of the 13F portfolio, value $595,863.
13F-HR 0001844201-26-000003 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,389 sharesChange vs previous 13F -58 shares
0.19% of the 13F portfolio, value $726,896.
13F-HR 0001844201-26-000002 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,447 sharesChange vs previous 13F -32 shares
0.21% of the 13F portfolio, value $738,201.
13F-HR 0001844201-25-000006 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,479 sharesChange vs previous 13F +377 shares
0.22% of the 13F portfolio, value $803,471.
13F-HR 0001844201-25-000004 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,102 sharesChange vs previous 13F -2,484 shares
0.19% of the 13F portfolio, value $602,268.
13F-HR 0001847820-25-000005 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,586 sharesChange vs previous 13F +2,029 shares
0.29% of the 13F portfolio, value $956,075.
13F-HR 0001844201-25-000001 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,557 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $630,738.
13F-HR 0001844201-24-000007 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).