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Disclosery

OMNI 360 Wealth, Inc.: FNDF position timeline

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

OMNI 360 Wealth, Inc. held 29,036 FNDF 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 29,036 shares
    Change vs previous 13F +1,740 shares

    0.71% of the 13F portfolio, value $1,531,951.

    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 27,296 shares
    Change vs previous 13F -570 shares

    0.69% of the 13F portfolio, value $1,335,580.

    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 27,866 shares
    Change vs previous 13F +834 shares

    0.67% of the 13F portfolio, value $1,314,148.

    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 27,032 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,161,308.

    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 27,032 shares
    Change vs previous 13F +1,094 shares

    0.67% of the 13F portfolio, value $1,081,833.

    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 25,938 shares
    Change vs previous 13F -5,540 shares

    0.63% of the 13F portfolio, value $937,414.

    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 31,478 shares
    Change vs previous 13F -222 shares

    0.7% of the 13F portfolio, value $1,045,398.

    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).

  8. period ended2024-09-30
    13F/A 31,700 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,184,629.

    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).