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Opal Wealth Advisors, LLC: VTEB position timeline

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

Opal Wealth Advisors, LLC held 24,145 VTEB 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 24,145 shares
    Change vs previous 13F +3,771 shares

    0.26% of the 13F portfolio, value $1,221,255.

    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 20,374 shares
    Change vs previous 13F -28,172 shares

    0.23% of the 13F portfolio, value $1,016,459.

    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 48,546 shares
    Change vs previous 13F +22,794 shares

    0.64% of the 13F portfolio, value $2,441,379.

    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 25,752 shares
    Change vs previous 13F +19,278 shares

    0.36% of the 13F portfolio, value $1,289,403.

    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 6,474 shares
    Change vs previous 13F -480 shares

    0.09% of the 13F portfolio, value $317,421.

    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 6,954 shares
    Change vs previous 13F -83,405 shares

    0.11% of the 13F portfolio, value $345,058.

    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 90,359 shares
    Change vs previous 13F -380 shares

    1.36% of the 13F portfolio, value $4,529,697.

    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 90,739 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,638,578.

    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).