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Opal Wealth Advisors, LLC: GVI position timeline

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

Opal Wealth Advisors, LLC held 23,104 GVI 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 23,104 shares
    Change vs previous 13F +2,287 shares

    0.53% of the 13F portfolio, value $2,451,185.

    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 20,817 shares
    Change vs previous 13F +1,339 shares

    0.5% of the 13F portfolio, value $2,220,711.

    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 19,478 shares
    Change vs previous 13F -195 shares

    0.55% of the 13F portfolio, value $2,091,010.

    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 19,673 shares
    Change vs previous 13F +1,214 shares

    0.59% of the 13F portfolio, value $2,113,626.

    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 18,459 shares
    Change vs previous 13F -16,070 shares

    0.55% of the 13F portfolio, value $1,971,245.

    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 34,529 shares
    Change vs previous 13F +5,923 shares

    1.13% of the 13F portfolio, value $3,660,757.

    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 28,606 shares
    Change vs previous 13F +3,998 shares

    0.89% of the 13F portfolio, value $2,981,584.

    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 24,608 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,635,471.

    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).