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Opal Wealth Advisors, LLC: SCHM position timeline

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

Opal Wealth Advisors, LLC held 61,246 SCHM 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 61,246 shares
    Change vs previous 13F +978 shares

    0.49% of the 13F portfolio, value $2,258,136.

    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 60,268 shares
    Change vs previous 13F +858 shares

    0.42% of the 13F portfolio, value $1,865,892.

    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 59,410 shares
    Change vs previous 13F -1,051 shares

    0.47% of the 13F portfolio, value $1,786,452.

    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 60,461 shares
    Change vs previous 13F +1,262 shares

    0.5% of the 13F portfolio, value $1,792,068.

    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 59,199 shares
    Change vs previous 13F +5,983 shares

    0.46% of the 13F portfolio, value $1,660,528.

    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 53,216 shares
    Change vs previous 13F +1,395 shares

    0.43% of the 13F portfolio, value $1,394,267.

    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 51,821 shares
    Change vs previous 13F +35,389 shares

    0.43% of the 13F portfolio, value $1,435,959.

    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 16,432 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,365,333.

    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).