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Opal Wealth Advisors, LLC: WMT position timeline

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

Opal Wealth Advisors, LLC held 3,631 WMT 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 3,631 shares
    Change vs previous 13F +215 shares

    0.09% of the 13F portfolio, value $411,248.

    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 3,416 shares
    Change vs previous 13F -2,655 shares

    0.1% of the 13F portfolio, value $424,541.

    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 6,071 shares
    Change vs previous 13F -205 shares

    0.18% of the 13F portfolio, value $676,378.

    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 6,276 shares
    Change vs previous 13F -794 shares

    0.18% of the 13F portfolio, value $646,805.

    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 7,070 shares
    Change vs previous 13F +582 shares

    0.19% of the 13F portfolio, value $691,305.

    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 6,488 shares
    Change vs previous 13F -1,367 shares

    0.18% of the 13F portfolio, value $569,582.

    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 7,855 shares
    Change vs previous 13F +202 shares

    0.21% of the 13F portfolio, value $709,700.

    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 7,653 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $617,980.

    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).