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Disclosery

OMNI 360 Wealth, Inc.: DFSD position timeline

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

OMNI 360 Wealth, Inc. held 8,773 DFSD 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 8,773 shares
    Change vs previous 13F +110 shares

    0.19% of the 13F portfolio, value $418,914.

    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 8,663 shares
    Change vs previous 13F +382 shares

    0.21% of the 13F portfolio, value $414,765.

    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 8,281 shares
    Change vs previous 13F +155 shares

    0.2% of the 13F portfolio, value $397,905.

    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 8,126 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $391,576.

    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 8,122 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $389,937.

    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 8,122 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $385,957.

    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 8,122 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $380,759.

    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).