Skip to content
Disclosery

OMNI 360 Wealth, Inc.: IVW position timeline

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

OMNI 360 Wealth, Inc. held 27,780 IVW 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 27,780 shares
    Change vs previous 13F +1,286 shares

    1.79% of the 13F portfolio, value $3,951,948.

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

  2. period ended2026-06-30
    13F 26,494 shares
    Change vs previous 13F +2,059 shares

    1.68% of the 13F portfolio, value $3,643,749.

    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 24,435 shares
    Change vs previous 13F +1,948 shares

    1.43% of the 13F portfolio, value $2,763,841.

    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 22,487 shares
    Change vs previous 13F -1,887 shares

    1.42% of the 13F portfolio, value $2,775,104.

    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 24,374 shares
    Change vs previous 13F +645 shares

    1.65% of the 13F portfolio, value $2,942,388.

    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 23,729 shares
    Change vs previous 13F +941 shares

    1.62% of the 13F portfolio, value $2,612,585.

    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 22,788 shares
    Change vs previous 13F +173 shares

    1.42% of the 13F portfolio, value $2,115,393.

    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 22,615 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,296,139.

    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).