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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Opal Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APO overviewAll 13F holders of APOFull Q2 2026 holdings

Shares (Q2 2026)
2,373
Value
$280.8K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of APO by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,373$280.8K0.1%−15−0.6%ReducedHolders
Q1 20262,388$266.1K0.1%+430+22.0%AddedHolders
Q4 20251,958$283.4K0.1%−10−0.5%ReducedHolders
Q3 20251,968$262.3K0.1%−27−1.4%ReducedHolders
Q2 20251,995$283.0K0.1%−37−1.8%ReducedHolders
Q1 20252,032$278.3K0.1%−440−17.8%ReducedHolders
Q4 20242,472$408.3K0.1%−35−1.4%ReducedHolders
Q3 20242,507$313.1K0.1%−644−20.4%ReducedHolders
Q2 20243,151$372.0K0.1%+1,116+54.8%AddedHolders
Q1 20242,035$228.8K0.1%+2,035NewHolders