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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

NNY holding history

Nuveen New York Municipal Value Fund 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.

NNY overviewAll 13F holders of NNYFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of NNY by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,431−100.0%Sold outHolders
Q2 20254,431$35.9K<0.1%+47+1.1%AddedHolders
Q1 20254,384$36.2K<0.1%+4,384NewHolders
Q3 20240$00.0%−4,249−100.0%Sold outHolders
Q2 20244,249$35.2K<0.1%+4,249NewHolders
Q3 20230$00.0%−14,566−100.0%Sold outHolders
Q2 202314,566$123.1K0.1%+4,441+43.9%AddedHolders
Q1 202310,125$88.3K0.1%00.0%UnchangedHolders
Q4 202210,125$83.6K<0.1%+10,125NewHolders
Q3 20220$00.0%−10,125−100.0%Sold outHolders
Q2 202210,125$86.0K0.1%00.0%UnchangedHolders
Q1 202210,125$91.0K0.1%00.0%UnchangedHolders
Q4 202110,125$100.0K0.1%+10,125NewHolders