Skip to content
Disclosery

Opal Wealth Advisors, LLC: MOAT position timeline

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

Opal Wealth Advisors, LLC held 43,919 MOAT 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 43,919 shares
    Change vs previous 13F +1,467 shares

    0.99% of the 13F portfolio, value $4,565,797.

    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 42,452 shares
    Change vs previous 13F +2,215 shares

    0.93% of the 13F portfolio, value $4,105,088.

    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 40,237 shares
    Change vs previous 13F -554 shares

    1.09% of the 13F portfolio, value $4,166,922.

    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 40,791 shares
    Change vs previous 13F +2,187 shares

    1.13% of the 13F portfolio, value $4,042,823.

    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 38,604 shares
    Change vs previous 13F +2,233 shares

    1% of the 13F portfolio, value $3,620,695.

    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 36,371 shares
    Change vs previous 13F +4,329 shares

    0.99% of the 13F portfolio, value $3,200,672.

    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 32,042 shares
    Change vs previous 13F +3,057 shares

    0.89% of the 13F portfolio, value $2,971,071.

    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 28,985 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,810,096.

    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).