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Opal Wealth Advisors, LLC: MUNI position timeline

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

Opal Wealth Advisors, LLC held 47,529 MUNI 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 47,529 shares
    Change vs previous 13F -84 shares

    0.54% of the 13F portfolio, value $2,500,026.

    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 47,613 shares
    Change vs previous 13F -1,837 shares

    0.56% of the 13F portfolio, value $2,484,923.

    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 49,450 shares
    Change vs previous 13F -179 shares

    0.68% of the 13F portfolio, value $2,591,675.

    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 49,629 shares
    Change vs previous 13F +18,730 shares

    0.72% of the 13F portfolio, value $2,594,605.

    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 30,899 shares
    Change vs previous 13F -2,872 shares

    0.44% of the 13F portfolio, value $1,586,973.

    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 33,771 shares
    Change vs previous 13F -34,652 shares

    0.54% of the 13F portfolio, value $1,740,896.

    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 68,423 shares
    Change vs previous 13F +8,104 shares

    1.06% of the 13F portfolio, value $3,539,522.

    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 60,319 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,195,701.

    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).