Back to OPRT
Trellis Wealth Advisors LLC → OPRT
Trellis Wealth Advisors LLC OPRT Position History
Oportun Financial Corporation • Financial Services
Quarters held
1
Latest value
$3K
Q3 2026
Peak value
$3K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 400 | — | — |