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Disclosery

OMNI 360 Wealth, Inc.: IWF position timeline

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

OMNI 360 Wealth, Inc. held 77,059 IWF 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 77,059 shares
    Change vs previous 13F +38 shares

    4.37% of the 13F portfolio, value $9,652,356.

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

  2. period ended2026-06-30
    13F 77,021 shares
    Change vs previous 13F +58,005 shares

    4.42% of the 13F portfolio, value $9,563,651.

    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 19,016 shares
    Change vs previous 13F +505 shares

    4.18% of the 13F portfolio, value $8,108,462.

    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 18,511 shares
    Change vs previous 13F +1 shares

    4.46% of the 13F portfolio, value $8,702,717.

    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 18,510 shares
    Change vs previous 13F +1,154 shares

    4.86% of the 13F portfolio, value $8,670,366.

    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 17,356 shares
    Change vs previous 13F -8 shares

    4.58% of the 13F portfolio, value $7,368,939.

    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 17,364 shares
    Change vs previous 13F -70 shares

    4.2% of the 13F portfolio, value $6,270,071.

    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 17,434 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $7,001,031.

    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).