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Amer shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of Amer (UHAL) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $51k 1.1k 47.78
2025-06-30 $93k 1.5k 60.56
2025-03-31 $105k 1.6k 65.36
2024-06-30 $110k 1.8k 61.73
2024-03-31 $120k 1.8k 67.54

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Ishares Tr Core 1 5 Yr Usd (ISTB)
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Apple (AAPL)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Opal Wealth Advisors

Top funds holding Amer

Vanguard Group
Southpoint Capital Advisors
Dimensional Fund Advisors
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Yacktman Asset Management
Scharf Investments
Quantinno Capital Management
Arrowpoint Asset Management
D. E. Shaw & Co
Two Sigma Advisers
Two Sigma Investments
State Street Corporation
Geode Capital Management

View all funds holding Amer