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Opal Wealth Advisors, LLC: VB position timeline

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

Opal Wealth Advisors, LLC held 1,508 VB 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 1,508 shares
    Change vs previous 13F -70 shares

    0.1% of the 13F portfolio, value $457,242.

    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 1,578 shares
    Change vs previous 13F +312 shares

    0.09% of the 13F portfolio, value $413,390.

    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 1,266 shares
    Change vs previous 13F +41 shares

    0.09% of the 13F portfolio, value $326,682.

    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 1,225 shares
    Change vs previous 13F -29 shares

    0.09% of the 13F portfolio, value $311,591.

    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 1,254 shares
    Change vs previous 13F +31 shares

    0.08% of the 13F portfolio, value $297,257.

    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 1,223 shares
    Change vs previous 13F -154 shares

    0.08% of the 13F portfolio, value $271,279.

    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 1,377 shares
    Change vs previous 13F +86 shares

    0.1% of the 13F portfolio, value $330,940.

    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 1,291 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $306,295.

    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).