Opal Wealth Advisors, LLC: FISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opal Wealth Advisors, LLC on FISV, newest first. How the timeline and the estimate are built.
Opal Wealth Advisors, LLC held 0 FISV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -408 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 408 sharesChange vs previous 13F +408 shares
0.01% of the 13F portfolio, value $22,767.
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 0 sharesChange vs previous 13F -1,837 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,837 sharesChange vs previous 13F -82 shares
0.07% of the 13F portfolio, value $236,845.
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 1,919 sharesChange vs previous 13F -1,403 shares
0.09% of the 13F portfolio, value $330,855.
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 3,322 sharesChange vs previous 13F -103 shares
0.23% of the 13F portfolio, value $733,598.
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 3,425 sharesChange vs previous 13F -382 shares
0.21% of the 13F portfolio, value $703,564.
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 3,807 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $683,928.
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).