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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

CDW holding history

CDW Corp 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.

CDW overviewAll 13F holders of CDWFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of CDW by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−267−100.0%Sold outHolders
Q1 2026267$32.3K<0.1%+267NewHolders
Q3 20250$00.0%−237−100.0%Sold outHolders
Q2 2025237$42.3K<0.1%−1,245−84.0%ReducedHolders
Q1 20251,482$237.5K0.1%+191+14.8%AddedHolders
Q4 20241,291$224.7K0.1%−23−1.8%ReducedHolders
Q3 20241,314$297.4K0.1%−104−7.3%ReducedHolders
Q2 20241,418$317.4K0.1%−16−1.1%ReducedHolders
Q1 20241,434$366.8K0.1%−38−2.6%ReducedHolders
Q4 20231,472$334.6K0.1%+23+1.6%AddedHolders
Q3 20231,449$292.4K0.2%+66+4.8%AddedHolders
Q2 20231,383$253.8K0.1%−103−6.9%ReducedHolders
Q1 20231,486$289.6K0.2%+51+3.6%AddedHolders
Q4 20221,435$256.3K0.1%−99−6.5%ReducedHolders
Q3 20221,534$239.0K0.2%+4+0.3%AddedHolders
Q2 20221,530$241.0K0.2%+40+2.7%AddedHolders
Q1 20221,490$267.0K0.2%+43+3.0%AddedHolders
Q4 20211,447$296.0K0.2%+275+23.5%AddedHolders
Q3 20211,172$213.0K0.2%+1,172NewHolders
Q2 20210$00.0%−1,294−100.0%Sold outHolders
Q1 20211,294$214.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.