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Opal Wealth Advisors, LLC: ISTB position timeline

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

Opal Wealth Advisors, LLC held 414,929 ISTB 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 414,929 shares
    Change vs previous 13F -1,166 shares

    4.32% of the 13F portfolio, value $20,020,344.

    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 416,095 shares
    Change vs previous 13F +11,996 shares

    4.56% of the 13F portfolio, value $20,163,942.

    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 404,099 shares
    Change vs previous 13F +13,755 shares

    5.14% of the 13F portfolio, value $19,699,830.

    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 390,344 shares
    Change vs previous 13F +7,790 shares

    5.31% of the 13F portfolio, value $19,064,391.

    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 382,554 shares
    Change vs previous 13F +13,894 shares

    5.16% of the 13F portfolio, value $18,611,253.

    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 368,660 shares
    Change vs previous 13F +28,069 shares

    5.49% of the 13F portfolio, value $17,824,711.

    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 340,591 shares
    Change vs previous 13F +4,271 shares

    4.88% of the 13F portfolio, value $16,270,033.

    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 336,320 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $16,372,058.

    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).