Skip to content

Opal Wealth Advisors, LLC: FLTR position timeline

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

Opal Wealth Advisors, LLC held 42,824 FLTR 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 42,824 shares
    Change vs previous 13F -488 shares

    0.24% of the 13F portfolio, value $1,096,723.

    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 43,312 shares
    Change vs previous 13F -3,412 shares

    0.25% of the 13F portfolio, value $1,103,590.

    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 46,724 shares
    Change vs previous 13F -9,819 shares

    0.31% of the 13F portfolio, value $1,190,528.

    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 56,543 shares
    Change vs previous 13F -2,925 shares

    0.4% of the 13F portfolio, value $1,445,805.

    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 59,468 shares
    Change vs previous 13F -4,911 shares

    0.42% of the 13F portfolio, value $1,516,434.

    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 64,379 shares
    Change vs previous 13F +5,444 shares

    0.51% of the 13F portfolio, value $1,644,884.

    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 58,935 shares
    Change vs previous 13F -6,865 shares

    0.45% of the 13F portfolio, value $1,499,896.

    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 65,800 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,675,926.

    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).