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Disclosery

OMNI 360 Wealth, Inc.: FVD position timeline

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

OMNI 360 Wealth, Inc. held 6,164 FVD 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 6,164 shares
    Change vs previous 13F -143 shares

    0.14% of the 13F portfolio, value $296,962.

    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 6,307 shares
    Change vs previous 13F -3,150 shares

    0.15% of the 13F portfolio, value $296,599.

    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 9,457 shares
    Change vs previous 13F -8,695 shares

    0.23% of the 13F portfolio, value $448,172.

    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 18,152 shares
    Change vs previous 13F -44 shares

    0.47% of the 13F portfolio, value $839,355.

    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 18,196 shares
    Change vs previous 13F +53 shares

    0.5% of the 13F portfolio, value $813,371.

    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 18,143 shares
    Change vs previous 13F -8,166 shares

    0.54% of the 13F portfolio, value $809,002.

    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 26,309 shares
    Change vs previous 13F -879 shares

    0.76% of the 13F portfolio, value $1,148,123.

    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 27,188 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,236,762.

    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).