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Disclosery

OMNI 360 Wealth, Inc.: ITOT position timeline

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

OMNI 360 Wealth, Inc. held 93,256 ITOT 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 93,256 shares
    Change vs previous 13F -2,903 shares

    7.03% of the 13F portfolio, value $15,506,551.

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

  2. period ended2026-06-30
    13F 96,159 shares
    Change vs previous 13F -8,742 shares

    7.3% of the 13F portfolio, value $15,795,986.

    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 104,901 shares
    Change vs previous 13F +7,330 shares

    7.71% of the 13F portfolio, value $14,941,059.

    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 97,571 shares
    Change vs previous 13F +3,670 shares

    7.55% of the 13F portfolio, value $14,750,855.

    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 93,901 shares
    Change vs previous 13F -3,451 shares

    7.67% of the 13F portfolio, value $13,676,701.

    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 97,352 shares
    Change vs previous 13F -3,472 shares

    8.16% of the 13F portfolio, value $13,146,398.

    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 100,824 shares
    Change vs previous 13F +3,912 shares

    8.24% of the 13F portfolio, value $12,301,530.

    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 96,912 shares
    Change vs previous 13F not available

    8.29% of the 13F portfolio, value $12,464,801.

    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).