Skip to content
Disclosery

OMNI 360 Wealth, Inc.: EFG position timeline

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

OMNI 360 Wealth, Inc. held 6,372 EFG 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 6,372 shares
    Change vs previous 13F -326 shares

    0.35% of the 13F portfolio, value $763,557.

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

  2. period ended2026-06-30
    13F 6,698 shares
    Change vs previous 13F +47 shares

    0.39% of the 13F portfolio, value $833,365.

    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 6,651 shares
    Change vs previous 13F -1,427 shares

    0.38% of the 13F portfolio, value $740,722.

    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 8,078 shares
    Change vs previous 13F -4,834 shares

    0.49% of the 13F portfolio, value $960,393.

    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 12,912 shares
    Change vs previous 13F -1,612 shares

    0.82% of the 13F portfolio, value $1,470,419.

    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 14,524 shares
    Change vs previous 13F -3,158 shares

    1.01% of the 13F portfolio, value $1,626,688.

    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 17,682 shares
    Change vs previous 13F +683 shares

    1.18% of the 13F portfolio, value $1,768,200.

    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 16,999 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,646,013.

    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).