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Disclosery

OMNI 360 Wealth, Inc.: IUSB position timeline

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

OMNI 360 Wealth, Inc. held 35,775 IUSB 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 35,775 shares
    Change vs previous 13F +8,542 shares

    0.76% of the 13F portfolio, value $1,651,016.

    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 27,233 shares
    Change vs previous 13F +625 shares

    0.65% of the 13F portfolio, value $1,257,892.

    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 26,608 shares
    Change vs previous 13F -7,672 shares

    0.64% of the 13F portfolio, value $1,244,190.

    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 34,280 shares
    Change vs previous 13F -2,577 shares

    0.9% of the 13F portfolio, value $1,601,219.

    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 36,857 shares
    Change vs previous 13F -1,085 shares

    1.06% of the 13F portfolio, value $1,703,899.

    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 37,942 shares
    Change vs previous 13F +2,301 shares

    1.17% of the 13F portfolio, value $1,748,367.

    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 35,641 shares
    Change vs previous 13F +3,456 shares

    1.07% of the 13F portfolio, value $1,610,973.

    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 32,185 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,516,557.

    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).