Opal Wealth Advisors, LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opal Wealth Advisors, LLC on SYK, newest first. How the timeline and the estimate are built.
Opal Wealth Advisors, LLC held 1,827 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,827 sharesChange vs previous 13F +11 shares
0.12% of the 13F portfolio, value $575,213.
13F-HR 0001844201-26-000004 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,816 sharesChange vs previous 13F -1 shares
0.13% of the 13F portfolio, value $596,720.
13F-HR 0001844201-26-000003 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,817 sharesChange vs previous 13F -4 shares
0.17% of the 13F portfolio, value $638,621.
13F-HR 0001844201-26-000002 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,821 sharesChange vs previous 13F -68 shares
0.19% of the 13F portfolio, value $673,170.
13F-HR 0001844201-25-000006 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,889 sharesChange vs previous 13F +77 shares
0.21% of the 13F portfolio, value $747,346.
13F-HR 0001844201-25-000004 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,812 sharesChange vs previous 13F -4 shares
0.21% of the 13F portfolio, value $674,517.
13F-HR 0001847820-25-000005 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,816 sharesChange vs previous 13F +28 shares
0.2% of the 13F portfolio, value $653,851.
13F-HR 0001844201-25-000001 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,788 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $645,933.
13F-HR 0001844201-24-000007 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).