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Disclosery

OMNI 360 Wealth, Inc.: DFAI position timeline

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

OMNI 360 Wealth, Inc. held 7,665 DFAI 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 7,665 shares
    Change vs previous 13F +1,478 shares

    0.14% of the 13F portfolio, value $317,561.

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

  2. period ended2026-06-30
    13F 6,187 shares
    Change vs previous 13F +12 shares

    0.12% of the 13F portfolio, value $255,214.

    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 6,175 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $240,578.

    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 6,175 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $243,727.

    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 6,175 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $224,461.

    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 6,175 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $213,470.

    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).