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Disclosery

OMNI 360 Wealth, Inc.: IDEV position timeline

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

OMNI 360 Wealth, Inc. held 93,948 IDEV 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 93,948 shares
    Change vs previous 13F -5,733 shares

    3.86% of the 13F portfolio, value $8,362,280.

    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 99,681 shares
    Change vs previous 13F +4,206 shares

    4.3% of the 13F portfolio, value $8,330,320.

    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 95,475 shares
    Change vs previous 13F +7,552 shares

    4.17% of the 13F portfolio, value $8,140,177.

    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 87,923 shares
    Change vs previous 13F -192 shares

    3.95% of the 13F portfolio, value $7,048,801.

    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 88,115 shares
    Change vs previous 13F -6,056 shares

    4.16% of the 13F portfolio, value $6,700,278.

    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 94,171 shares
    Change vs previous 13F +5,415 shares

    4.35% of the 13F portfolio, value $6,487,440.

    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 88,756 shares
    Change vs previous 13F +14,357 shares

    3.81% of the 13F portfolio, value $5,722,122.

    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 74,399 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $5,269,661.

    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).