Position in TRU
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$27,053
+$477 QoQ
Shares Held
391
+29.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $2,397,808 across 2 Financial Data & Stock Exchanges names.
All Filings in TRU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,053 | 391 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $26,576 | 302 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $127,389 | 1,535 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $108,570 | 1,464 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $107,011 | 1,341 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||