Position in SE
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$158,746
-$63,772 QoQ
Shares Held
1,917
+54.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $3,776,258 across 1 Internet Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
15,844 | $3,776,258 |
All Filings in SE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,746 | 1,917 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $222,518 | 1,245 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $208,721 | 1,305 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $168,984 | 1,295 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $357 | 5 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||