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Opal Wealth Advisors, LLC: SPSM position timeline

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

Opal Wealth Advisors, LLC held 65,667 SPSM 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 65,667 shares
    Change vs previous 13F +1,424 shares

    0.82% of the 13F portfolio, value $3,787,017.

    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 64,243 shares
    Change vs previous 13F +3,047 shares

    0.7% of the 13F portfolio, value $3,104,213.

    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 61,196 shares
    Change vs previous 13F -557 shares

    0.75% of the 13F portfolio, value $2,867,627.

    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 61,753 shares
    Change vs previous 13F +3,205 shares

    0.8% of the 13F portfolio, value $2,860,402.

    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 58,548 shares
    Change vs previous 13F +6,308 shares

    0.69% of the 13F portfolio, value $2,494,129.

    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 52,240 shares
    Change vs previous 13F +7,268 shares

    0.66% of the 13F portfolio, value $2,129,318.

    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 44,972 shares
    Change vs previous 13F +5,733 shares

    0.61% of the 13F portfolio, value $2,020,151.

    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 39,239 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,785,762.

    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).