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Disclosery

OMNI 360 Wealth, Inc.: EFV position timeline

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

OMNI 360 Wealth, Inc. held 34,648 EFV 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 34,648 shares
    Change vs previous 13F -214 shares

    1.24% of the 13F portfolio, value $2,742,015.

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

  2. period ended2026-06-30
    13F 34,862 shares
    Change vs previous 13F -3,061 shares

    1.23% of the 13F portfolio, value $2,668,660.

    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 37,923 shares
    Change vs previous 13F -3,860 shares

    1.45% of the 13F portfolio, value $2,819,547.

    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 41,783 shares
    Change vs previous 13F +432 shares

    1.57% of the 13F portfolio, value $3,067,680.

    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 41,351 shares
    Change vs previous 13F -78 shares

    1.57% of the 13F portfolio, value $2,804,821.

    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 41,429 shares
    Change vs previous 13F -2,744 shares

    1.63% of the 13F portfolio, value $2,629,897.

    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 44,173 shares
    Change vs previous 13F +1,015 shares

    1.74% of the 13F portfolio, value $2,603,542.

    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 43,158 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,264,487.

    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).