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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of WFC by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−659−100.0%Sold outHolders
Q1 2026659$52.4K<0.1%+659NewHolders
Q3 20250$00.0%−576−100.0%Sold outHolders
Q2 2025576$46.1K<0.1%−22−3.7%ReducedHolders
Q1 2025598$42.9K<0.1%+598NewHolders
Q3 20240$00.0%−818−100.0%Sold outHolders
Q2 2024818$48.6K<0.1%−165−16.8%ReducedHolders
Q1 2024983$57.0K<0.1%+983NewHolders
Q2 20210$00.0%−5,503−100.0%Sold outHolders
Q1 20215,503$215.0K0.2%––Holders

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