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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
4,402
Value
$1.51M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of V by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,402$1.51M0.3%+43+1.0%AddedHolders
Q1 20264,359$1.32M0.3%+135+3.2%AddedHolders
Q4 20254,224$1.48M0.4%−664−13.6%ReducedHolders
Q3 20254,888$1.67M0.5%−265−5.1%ReducedHolders
Q2 20255,153$1.83M0.5%+160+3.2%AddedHolders
Q1 20254,993$1.75M0.5%−295−5.6%ReducedHolders
Q4 20245,288$1.67M0.5%−78−1.5%ReducedHolders
Q3 20245,366$1.48M0.5%+156+3.0%AddedHolders
Q2 20245,210$1.37M0.4%−103−1.9%ReducedHolders
Q1 20245,313$1.48M0.5%−709−11.8%ReducedHolders
Q4 20236,022$1.57M0.6%+94+1.6%AddedHolders
Q3 20235,928$1.36M0.8%+218+3.8%AddedHolders
Q2 20235,710$1.36M0.7%+2,312+68.0%AddedHolders
Q1 20233,398$766.2K0.4%+27+0.8%AddedHolders
Q4 20223,371$700.4K0.4%+49+1.5%AddedHolders
Q3 20223,322$590.0K0.4%−106−3.1%ReducedHolders
Q2 20223,428$675.0K0.4%−154−4.3%ReducedHolders
Q1 20223,582$794.0K0.7%−378−9.5%ReducedHolders
Q4 20213,960$858.0K0.5%+679+20.7%AddedHolders
Q3 20213,281$731.0K0.7%−315−8.8%ReducedHolders
Q2 20213,596$841.0K0.8%+189+5.5%AddedHolders
Q1 20213,407$721.0K0.8%––Holders

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