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Disclosery

OMNI 360 Wealth, Inc.: DGRO position timeline

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

OMNI 360 Wealth, Inc. held 31,816 DGRO 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 31,816 shares
    Change vs previous 13F -193 shares

    1.09% of the 13F portfolio, value $2,398,605.

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

  2. period ended2026-06-30
    13F 32,009 shares
    Change vs previous 13F -6,895 shares

    1.12% of the 13F portfolio, value $2,425,948.

    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 38,904 shares
    Change vs previous 13F +108 shares

    1.41% of the 13F portfolio, value $2,730,301.

    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 38,796 shares
    Change vs previous 13F +2,288 shares

    1.42% of the 13F portfolio, value $2,764,625.

    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 36,508 shares
    Change vs previous 13F +584 shares

    1.39% of the 13F portfolio, value $2,485,455.

    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 35,924 shares
    Change vs previous 13F +542 shares

    1.43% of the 13F portfolio, value $2,296,968.

    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 35,382 shares
    Change vs previous 13F +390 shares

    1.46% of the 13F portfolio, value $2,185,919.

    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 34,992 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,146,398.

    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).