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Opal Wealth Advisors, LLC: VBR position timeline

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

Opal Wealth Advisors, LLC held 199,493 VBR 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 199,493 shares
    Change vs previous 13F +1,405 shares

    10.47% of the 13F portfolio, value $48,474,831.

    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 198,088 shares
    Change vs previous 13F +5,320 shares

    9.73% of the 13F portfolio, value $43,034,683.

    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 192,768 shares
    Change vs previous 13F +4,947 shares

    10.65% of the 13F portfolio, value $40,826,390.

    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 187,821 shares
    Change vs previous 13F +3,799 shares

    10.91% of the 13F portfolio, value $39,200,165.

    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 184,022 shares
    Change vs previous 13F +11,130 shares

    9.95% of the 13F portfolio, value $35,886,118.

    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 172,892 shares
    Change vs previous 13F +49,884 shares

    9.93% of the 13F portfolio, value $32,208,039.

    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 123,008 shares
    Change vs previous 13F +1,620 shares

    7.32% of the 13F portfolio, value $24,377,635.

    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 121,388 shares
    Change vs previous 13F not available

    7.63% of the 13F portfolio, value $24,372,328.

    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).