Skip to content
Disclosery

Opal Wealth Advisors, LLC: FBND position timeline

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

Opal Wealth Advisors, LLC held 115,109 FBND 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 115,109 shares
    Change vs previous 13F +10,898 shares

    1.13% of the 13F portfolio, value $5,236,321.

    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 104,211 shares
    Change vs previous 13F +6,684 shares

    1.07% of the 13F portfolio, value $4,754,087.

    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 97,527 shares
    Change vs previous 13F +17 shares

    1.17% of the 13F portfolio, value $4,490,147.

    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 97,510 shares
    Change vs previous 13F +6,038 shares

    1.25% of the 13F portfolio, value $4,508,852.

    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 91,472 shares
    Change vs previous 13F +3,216 shares

    1.16% of the 13F portfolio, value $4,184,850.

    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 88,256 shares
    Change vs previous 13F +11,130 shares

    1.24% of the 13F portfolio, value $4,028,870.

    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 77,126 shares
    Change vs previous 13F +10,494 shares

    1.04% of the 13F portfolio, value $3,460,662.

    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 66,632 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,114,390.

    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).