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Disclosery

OMNI 360 Wealth, Inc.: DFAT position timeline

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

OMNI 360 Wealth, Inc. held 149,852 DFAT 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 149,852 shares
    Change vs previous 13F -18,913 shares

    4.84% of the 13F portfolio, value $10,474,662.

    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 168,765 shares
    Change vs previous 13F +14,569 shares

    5.44% of the 13F portfolio, value $10,539,370.

    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 154,196 shares
    Change vs previous 13F +9,685 shares

    4.97% of the 13F portfolio, value $9,700,496.

    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).

  4. period ended2025-09-30
    13F 144,511 shares
    Change vs previous 13F +13,959 shares

    4.72% of the 13F portfolio, value $8,412,013.

    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).

  5. period ended2025-06-30
    13F/A 130,552 shares
    Change vs previous 13F -7,287 shares

    4.37% of the 13F portfolio, value $7,044,589.

    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).

  6. period ended2025-03-31
    13F/A 137,839 shares
    Change vs previous 13F +4,860 shares

    4.75% of the 13F portfolio, value $7,097,343.

    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).

  7. period ended2024-12-31
    13F/A 132,979 shares
    Change vs previous 13F +23,699 shares

    4.92% of the 13F portfolio, value $7,401,611.

    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).

  8. period ended2024-09-30
    13F/A 109,280 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $6,079,251.

    13F-HR/A 0002085853-25-000161 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).