Position in BDC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$30,544
-$7,670 QoQ
Shares Held
266
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $1,766,480 across 1 Communication Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
15,039 | $1,766,480 |
All Filings in BDC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,544 | 266 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $38,214 | 330 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $34,887 | 348 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $27,671 | 295 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||