Opal Wealth Advisors, LLC quarter change: Foreign Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Opal Wealth Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1844201): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Heartland Bank & Trust Co | United States | $0.442B | 350 |
| Empire Financial Management Company, LLC | United States | $0.442B | 211 |
| Capital Management Associates, Inc | United States | $0.442B | 166 |
| Almitas Capital LLC | United States | $0.443B | 115 |
| Militia Capital Management LLC | United States | $0.443B | 257 |
| Next Level Private LLC | United States | $0.443B | 175 |
| Performa Ltd (US), LLC | United States | $0.442B | 47 |
| Avidity Partners Management LP | United States | $0.442B | 46 |
| Beacon Financial Advisory LLC | United States | $0.443B | 402 |
| Grey Ledge Advisors, LLC | United States | $0.443B | 239 |