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OMNI 360 Wealth, Inc.: BSV position timeline

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

OMNI 360 Wealth, Inc. held 59,537 BSV 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 59,537 shares
    Change vs previous 13F -1,841 shares

    2.06% of the 13F portfolio, value $4,548,644.

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

  2. period ended2026-06-30
    13F 61,378 shares
    Change vs previous 13F -1,136 shares

    2.21% of the 13F portfolio, value $4,781,984.

    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 62,514 shares
    Change vs previous 13F -3,696 shares

    2.53% of the 13F portfolio, value $4,901,702.

    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 66,210 shares
    Change vs previous 13F +3,371 shares

    2.67% of the 13F portfolio, value $5,221,326.

    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 62,839 shares
    Change vs previous 13F +3,438 shares

    2.78% of the 13F portfolio, value $4,958,610.

    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 59,401 shares
    Change vs previous 13F +1,117 shares

    2.9% of the 13F portfolio, value $4,674,866.

    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 58,284 shares
    Change vs previous 13F +5,271 shares

    3.06% of the 13F portfolio, value $4,562,491.

    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 53,013 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $4,096,344.

    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).