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Opal Wealth Advisors, LLC: PVAL position timeline

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

Opal Wealth Advisors, LLC held 1,562,614 PVAL 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 1,562,614 shares
    Change vs previous 13F -6,023 shares

    17.2% of the 13F portfolio, value $79,615,201.

    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 1,568,637 shares
    Change vs previous 13F +29,146 shares

    16.45% of the 13F portfolio, value $72,784,761.

    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 1,539,491 shares
    Change vs previous 13F +26,158 shares

    18.29% of the 13F portfolio, value $70,154,607.

    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 1,513,333 shares
    Change vs previous 13F +31,080 shares

    17.99% of the 13F portfolio, value $64,649,593.

    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 1,482,253 shares
    Change vs previous 13F +52,744 shares

    16.54% of the 13F portfolio, value $59,631,028.

    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 1,429,509 shares
    Change vs previous 13F +214,557 shares

    16.78% of the 13F portfolio, value $54,435,698.

    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 1,214,952 shares
    Change vs previous 13F +25,687 shares

    13.54% of the 13F portfolio, value $45,099,014.

    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 1,189,265 shares
    Change vs previous 13F not available

    14.13% of the 13F portfolio, value $45,120,715.

    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).