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Disclosery

OMNI 360 Wealth, Inc.: AVEM position timeline

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

OMNI 360 Wealth, Inc. held 11,197 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,197 shares
    Change vs previous 13F +1,947 shares

    0.5% of the 13F portfolio, value $1,080,399.

    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).

  2. period ended2026-03-31
    13F 9,250 shares
    Change vs previous 13F +3,464 shares

    0.38% of the 13F portfolio, value $745,365.

    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).

  3. period ended2025-12-31
    13F 5,786 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $468,955.

    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).