Opal Wealth Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1844201
JERICHO, NY
Position in BR
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$58,167
-$19,359 QoQ
Shares Held
358
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
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 BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $1,238,905 across 3 Information Technology Services names.
All Filings in BR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,167 | 358 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $77,526 | 319 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $128,018 | 528 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $96,727 | 491 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||