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Disclosery

OMNI 360 Wealth, Inc.: IYG position timeline

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

OMNI 360 Wealth, Inc. held 17,326 IYG 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 17,326 shares
    Change vs previous 13F +551 shares

    0.71% of the 13F portfolio, value $1,557,954.

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

  2. period ended2026-06-30
    13F 16,775 shares
    Change vs previous 13F +1,977 shares

    0.7% of the 13F portfolio, value $1,517,634.

    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 14,798 shares
    Change vs previous 13F -271 shares

    0.63% of the 13F portfolio, value $1,225,866.

    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 15,069 shares
    Change vs previous 13F +1,048 shares

    0.71% of the 13F portfolio, value $1,381,526.

    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 14,021 shares
    Change vs previous 13F +659 shares

    0.7% of the 13F portfolio, value $1,256,842.

    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 13,362 shares
    Change vs previous 13F +569 shares

    0.71% of the 13F portfolio, value $1,143,787.

    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 12,793 shares
    Change vs previous 13F +1,139 shares

    0.67% of the 13F portfolio, value $1,004,890.

    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 11,654 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $906,798.

    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).