Position in WSBC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$32,248
+$334 QoQ
Shares Held
935
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $82,430 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
14,139 | $82,430 |
All Filings in WSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,248 | 935 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $31,914 | 1,009 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $33,746 | 1,090 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||