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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of USB by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−763−100.0%Sold outHolders
Q1 2026763$39.7K<0.1%+763NewHolders
Q3 20250$00.0%−934−100.0%Sold outHolders
Q2 2025934$42.3K<0.1%−116−11.0%ReducedHolders
Q1 20251,050$44.3K<0.1%+1,050NewHolders
Q3 20240$00.0%−1,383−100.0%Sold outHolders
Q2 20241,383$54.9K<0.1%−1,434−50.9%ReducedHolders
Q1 20242,817$125.9K<0.1%+2,817NewHolders
Q3 20220$00.0%−5,273−100.0%Sold outHolders
Q2 20225,273$243.0K0.2%−303−5.4%ReducedHolders
Q1 20225,576$296.0K0.3%+294+5.6%AddedHolders
Q4 20215,282$297.0K0.2%−197−3.6%ReducedHolders
Q3 20215,479$326.0K0.3%+282+5.4%AddedHolders
Q2 20215,197$296.0K0.3%−1,521−22.6%ReducedHolders
Q1 20216,718$372.0K0.4%––Holders

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