Opal Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 1844201 JERICHO, NY

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,510,282

+$192,818 QoQ

Shares Held

4,402

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#2,591

of 4,498 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $2,679,308 across 3 Credit Services names. V ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	4,402	$1,510,282
2	AXP	American Express Co	2,449	$828,374
3	COF	Capital One Financial Corp	1,698	$340,652

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,510,282	4,402	+1.0%	Shares	Sole	2026-07-20
2026-03-31	$1,317,464	4,359	+3.2%	Shares	Sole	2026-04-14
2025-12-31	$1,481,399	4,224	-13.6%	Shares	Sole	2026-01-26
2025-09-30	$1,668,665	4,888	-5.1%	Shares	Sole	2025-10-24
2025-06-30	$1,829,572	5,153	+3.2%	Shares	Sole	2025-07-14
2025-03-31	$1,749,846	4,993	-5.6%	Shares	Sole	2025-04-16
2024-12-31	$1,671,219	5,288	-1.5%	Shares	Sole	2025-01-29
2024-09-30	$1,475,381	5,366	+3.0%	Shares	Sole	2024-10-15
2024-06-30	$1,367,468	5,210	-1.9%	Shares	Sole	2024-07-12
2024-03-31	$1,482,752	5,313	-11.8%	Shares	Sole	2024-04-11
2023-12-31	$1,567,827	6,022	+1.6%	Shares	Sole	2024-01-22
2023-09-30	$1,363,499	5,928	+3.8%	Shares	Sole	2023-10-18
2023-06-30	$1,356,010	5,710	+68.0%	Shares	Sole	2023-07-27
2023-03-31	$766,113	3,398	+0.8%	Shares	Sole	2023-04-19
2022-12-31	$700,358	3,371	+1.5%	Shares	Sole	2023-02-03
2022-09-30	$590,153	3,322	-3.1%	Shares	Sole	2022-10-17
2022-06-30	$674,938	3,428	-4.3%	Shares	Sole	2022-08-10
2022-03-31	$794,380	3,582	-9.5%	Shares	Sole	2022-05-09
2021-12-31	$858,171	3,960	+20.7%	Shares	Sole	2022-01-31
2021-09-30	$730,842	3,281	-8.8%	Shares	Sole	2021-11-05
2021-06-30	$840,816	3,596	+5.5%	Shares	Sole	2021-08-02
2021-03-31	$721,364	3,407	+7.5%	Shares	Sole	2021-04-29
2020-12-31	$692,936	3,168	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.