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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

WTM holding history

White Mountains Insurance Group Ltd 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.

WTM overviewAll 13F holders of WTMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of WTM by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−20−100.0%Sold outHolders
Q1 202620$43.9K<0.1%+20NewHolders
Q3 20250$00.0%−38−100.0%Sold outHolders
Q2 202538$68.2K<0.1%−171−81.8%ReducedHolders
Q1 2025209$402.5K0.1%+5+2.5%AddedHolders
Q4 2024204$396.8K0.1%+3+1.5%AddedHolders
Q3 2024201$340.9K0.1%+3+1.5%AddedHolders
Q2 2024198$359.9K0.1%−24−10.8%ReducedHolders
Q1 2024222$398.3K0.1%−1−0.4%ReducedHolders
Q4 2023223$335.6K0.1%+7+3.2%AddedHolders
Q3 2023216$323.1K0.2%+25+13.1%AddedHolders
Q2 2023191$265.3K0.1%−19−9.0%ReducedHolders
Q1 2023210$289.3K0.2%+3+1.4%AddedHolders
Q4 2022207$292.8K0.2%−39−15.9%ReducedHolders
Q3 2022246$321.0K0.2%−3−1.2%ReducedHolders
Q2 2022249$310.0K0.2%−34−12.0%ReducedHolders
Q1 2022283$322.0K0.3%−3−1.0%ReducedHolders
Q4 2021286$290.0K0.2%−29−9.2%ReducedHolders
Q3 2021315$337.0K0.3%+40+14.5%AddedHolders
Q2 2021275$316.0K0.3%−15−5.2%ReducedHolders
Q1 2021290$323.0K0.4%––Holders

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