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Opal Wealth Advisors, LLC: LRGE position timeline

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

Opal Wealth Advisors, LLC held 681,595 LRGE 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 681,595 shares
    Change vs previous 13F +18,720 shares

    12.61% of the 13F portfolio, value $58,385,400.

    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 662,875 shares
    Change vs previous 13F +59,935 shares

    11.27% of the 13F portfolio, value $49,848,236.

    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 602,940 shares
    Change vs previous 13F +16,423 shares

    12.94% of the 13F portfolio, value $49,644,332.

    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 586,517 shares
    Change vs previous 13F +12,718 shares

    13.6% of the 13F portfolio, value $48,887,875.

    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 573,799 shares
    Change vs previous 13F +14,929 shares

    12.62% of the 13F portfolio, value $45,508,037.

    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 558,870 shares
    Change vs previous 13F +29,725 shares

    12.02% of the 13F portfolio, value $38,997,983.

    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 529,145 shares
    Change vs previous 13F +790 shares

    11.95% of the 13F portfolio, value $39,823,840.

    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 528,355 shares
    Change vs previous 13F not available

    12.08% of the 13F portfolio, value $38,582,464.

    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).