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Disclosery

OMNI 360 Wealth, Inc.: IJR position timeline

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

OMNI 360 Wealth, Inc. held 11,894 IJR 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 11,894 shares
    Change vs previous 13F +334 shares

    0.73% of the 13F portfolio, value $1,618,109.

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

  2. period ended2026-06-30
    13F 11,560 shares
    Change vs previous 13F -219 shares

    0.79% of the 13F portfolio, value $1,714,489.

    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 11,779 shares
    Change vs previous 13F -179 shares

    0.76% of the 13F portfolio, value $1,464,216.

    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 11,958 shares
    Change vs previous 13F -7 shares

    0.78% of the 13F portfolio, value $1,521,569.

    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 11,965 shares
    Change vs previous 13F +144 shares

    0.8% of the 13F portfolio, value $1,421,836.

    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 11,821 shares
    Change vs previous 13F -136 shares

    0.8% of the 13F portfolio, value $1,291,910.

    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 11,957 shares
    Change vs previous 13F -239 shares

    0.84% of the 13F portfolio, value $1,250,303.

    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 12,196 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,405,185.

    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).