Skip to content
Disclosery

OMNI 360 Wealth, Inc.: BAI position timeline

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

OMNI 360 Wealth, Inc. held 35,105 BAI 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 35,105 shares
    Change vs previous 13F +2,736 shares

    0.86% of the 13F portfolio, value $1,850,736.

    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 32,369 shares
    Change vs previous 13F +6,574 shares

    0.55% of the 13F portfolio, value $1,066,559.

    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 25,795 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $886,316.

    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).