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Disclosery

OMNI 360 Wealth, Inc.: IQLT position timeline

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

OMNI 360 Wealth, Inc. held 53,485 IQLT 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 53,485 shares
    Change vs previous 13F -335 shares

    1.22% of the 13F portfolio, value $2,650,178.

    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 53,820 shares
    Change vs previous 13F +1,253 shares

    1.28% of the 13F portfolio, value $2,488,095.

    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 52,567 shares
    Change vs previous 13F +426 shares

    1.27% of the 13F portfolio, value $2,470,645.

    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 52,141 shares
    Change vs previous 13F +1,195 shares

    1.29% of the 13F portfolio, value $2,304,125.

    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 50,946 shares
    Change vs previous 13F +636 shares

    1.37% of the 13F portfolio, value $2,201,900.

    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 50,310 shares
    Change vs previous 13F -1,495 shares

    1.34% of the 13F portfolio, value $1,996,805.

    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 51,805 shares
    Change vs previous 13F -558 shares

    1.28% of the 13F portfolio, value $1,923,002.

    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 52,363 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,172,528.

    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).