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Disclosery

OMNI 360 Wealth, Inc.: DFIV position timeline

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

OMNI 360 Wealth, Inc. held 107,933 DFIV 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 107,933 shares
    Change vs previous 13F -11,830 shares

    2.69% of the 13F portfolio, value $5,830,565.

    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 119,763 shares
    Change vs previous 13F +7,744 shares

    3.26% of the 13F portfolio, value $6,321,098.

    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 112,019 shares
    Change vs previous 13F +6,170 shares

    2.96% of the 13F portfolio, value $5,774,574.

    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 105,849 shares
    Change vs previous 13F +5,314 shares

    2.74% of the 13F portfolio, value $4,881,757.

    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 100,535 shares
    Change vs previous 13F -5,256 shares

    2.67% of the 13F portfolio, value $4,305,923.

    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 105,791 shares
    Change vs previous 13F +5,504 shares

    2.79% of the 13F portfolio, value $4,163,953.

    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 100,287 shares
    Change vs previous 13F +24,221 shares

    2.37% of the 13F portfolio, value $3,558,172.

    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 76,066 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,896,607.

    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).