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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q4 2021
Holdings of IT by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−125−100.0%Sold outHolders
Q2 2025125$50.5K<0.1%−253−66.9%ReducedHolders
Q1 2025378$158.7K<0.1%−272−41.8%ReducedHolders
Q4 2024650$314.9K0.1%−84−11.4%ReducedHolders
Q3 2024734$372.0K0.1%−40−5.2%ReducedHolders
Q2 2024774$347.6K0.1%−43−5.3%ReducedHolders
Q1 2024817$389.4K0.1%+14+1.7%AddedHolders
Q4 2023803$362.2K0.1%−3−0.4%ReducedHolders
Q3 2023806$276.9K0.2%−30−3.6%ReducedHolders
Q2 2023836$292.9K0.1%−9−1.1%ReducedHolders
Q1 2023845$275.3K0.2%+67+8.6%AddedHolders
Q4 2022778$261.5K0.1%−113−12.7%ReducedHolders
Q3 2022891$247.0K0.2%−11−1.2%ReducedHolders
Q2 2022902$218.0K0.1%−19−2.1%ReducedHolders
Q1 2022921$274.0K0.2%+58+6.7%AddedHolders
Q4 2021863$289.0K0.2%+863NewHolders