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Opal Wealth Advisors, LLC: SPYG position timeline

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

Opal Wealth Advisors, LLC held 45,383 SPYG 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 45,383 shares
    Change vs previous 13F +873 shares

    1.17% of the 13F portfolio, value $5,400,141.

    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 44,510 shares
    Change vs previous 13F +2,517 shares

    0.99% of the 13F portfolio, value $4,358,011.

    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 41,993 shares
    Change vs previous 13F -1,264 shares

    1.17% of the 13F portfolio, value $4,480,677.

    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 43,257 shares
    Change vs previous 13F +1,548 shares

    1.26% of the 13F portfolio, value $4,520,788.

    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 41,709 shares
    Change vs previous 13F +975 shares

    1.1% of the 13F portfolio, value $3,975,681.

    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 40,734 shares
    Change vs previous 13F +2,835 shares

    1.01% of the 13F portfolio, value $3,273,761.

    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 37,899 shares
    Change vs previous 13F +3,801 shares

    1% of the 13F portfolio, value $3,331,361.

    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 34,098 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,828,118.

    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).