Skip to content
Disclosery

Opal Wealth Advisors, LLC: NCDL position timeline

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

Opal Wealth Advisors, LLC held 634,271 NCDL 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 634,271 shares
    Change vs previous 13F +9,056 shares

    1.7% of the 13F portfolio, value $7,877,646.

    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 625,215 shares
    Change vs previous 13F +73,241 shares

    1.8% of the 13F portfolio, value $7,952,732.

    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 551,974 shares
    Change vs previous 13F +26,454 shares

    1.92% of the 13F portfolio, value $7,363,335.

    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 525,520 shares
    Change vs previous 13F +26,865 shares

    2.02% of the 13F portfolio, value $7,252,181.

    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 498,655 shares
    Change vs previous 13F +157,763 shares

    2.24% of the 13F portfolio, value $8,073,217.

    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 340,892 shares
    Change vs previous 13F -59,339 shares

    1.78% of the 13F portfolio, value $5,788,339.

    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 400,231 shares
    Change vs previous 13F +205,593 shares

    2.02% of the 13F portfolio, value $6,715,877.

    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 194,638 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,390,594.

    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).