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Opal Wealth Advisors, LLC: PSBD position timeline

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

Opal Wealth Advisors, LLC held 159,240 PSBD 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 159,240 shares
    Change vs previous 13F +36,431 shares

    0.36% of the 13F portfolio, value $1,659,281.

    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 122,809 shares
    Change vs previous 13F +46,475 shares

    0.27% of the 13F portfolio, value $1,199,844.

    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 76,334 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $930,512.

    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).