Position in TT
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$41,257
+$578 QoQ
Shares Held
99
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
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 TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $253,570 across 1 Building Products & Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
3,457 | $253,570 |
All Filings in TT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,257 | 99 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $40,679 | 93 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $31,333 | 93 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $23,354 | 71 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $22,815 | 76 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||