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Disclosery

OMNI 360 Wealth, Inc.: AGGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OMNI 360 Wealth, Inc. on AGGY, newest first. How the timeline and the estimate are built.

OMNI 360 Wealth, Inc. held 6,265 AGGY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,265 shares
    Change vs previous 13F +92 shares

    0.12% of the 13F portfolio, value $257,993.

    13F-HR 0002085853-26-001158 filed by OMNI 360 Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,173 shares
    Change vs previous 13F +809 shares

    0.12% of the 13F portfolio, value $268,402.

    13F-HR 0002085853-26-000696 filed by OMNI 360 Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,364 shares
    Change vs previous 13F -26 shares

    0.12% of the 13F portfolio, value $233,066.

    13F-HR 0002085853-26-000361 filed by OMNI 360 Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,390 shares
    Change vs previous 13F +384 shares

    0.12% of the 13F portfolio, value $238,641.

    13F-HR 0002085853-26-000136 filed by OMNI 360 Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 5,006 shares
    Change vs previous 13F +87 shares

    0.12% of the 13F portfolio, value $221,616.

    13F-HR 0002085853-25-000118 filed by OMNI 360 Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 4,919 shares
    Change vs previous 13F +133 shares

    0.13% of the 13F portfolio, value $214,616.

    13F-HR/A 0002085853-25-000164 filed by OMNI 360 Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F/A 4,786 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $207,856.

    13F-HR/A 0002085853-25-000163 filed by OMNI 360 Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).