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Disclosery

OMNI 360 Wealth, Inc.: IEMG position timeline

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

OMNI 360 Wealth, Inc. held 73,048 IEMG 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 73,048 shares
    Change vs previous 13F -3,984 shares

    2.69% of the 13F portfolio, value $5,928,539.

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

  2. period ended2026-06-30
    13F 77,032 shares
    Change vs previous 13F -5,723 shares

    2.95% of the 13F portfolio, value $6,381,337.

    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 82,755 shares
    Change vs previous 13F -1,757 shares

    2.98% of the 13F portfolio, value $5,772,183.

    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 84,512 shares
    Change vs previous 13F +9,668 shares

    3.06% of the 13F portfolio, value $5,984,317.

    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 74,844 shares
    Change vs previous 13F +4,600 shares

    2.77% of the 13F portfolio, value $4,933,693.

    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 70,244 shares
    Change vs previous 13F -3,363 shares

    2.62% of the 13F portfolio, value $4,216,726.

    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 73,607 shares
    Change vs previous 13F +4,509 shares

    2.66% of the 13F portfolio, value $3,972,562.

    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 69,098 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $3,608,299.

    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).