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Disclosery

OMNI 360 Wealth, Inc.: BIV position timeline

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

OMNI 360 Wealth, Inc. held 4,197 BIV 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 4,197 shares
    Change vs previous 13F +725 shares

    0.14% of the 13F portfolio, value $305,779.

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

  2. period ended2026-06-30
    13F 3,472 shares
    Change vs previous 13F -65 shares

    0.12% of the 13F portfolio, value $266,279.

    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 3,537 shares
    Change vs previous 13F -180 shares

    0.14% of the 13F portfolio, value $272,966.

    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 3,717 shares
    Change vs previous 13F +24 shares

    0.15% of the 13F portfolio, value $290,364.

    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 3,693 shares
    Change vs previous 13F +129 shares

    0.16% of the 13F portfolio, value $288,374.

    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 3,564 shares
    Change vs previous 13F -182 shares

    0.17% of the 13F portfolio, value $275,622.

    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 3,746 shares
    Change vs previous 13F +722 shares

    0.19% of the 13F portfolio, value $286,837.

    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).

  8. period ended2024-12-31
    13F/A 3,024 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $226,013.

    13F-HR/A 0002085853-25-000162 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).