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Disclosery

OMNI 360 Wealth, Inc.: IYW position timeline

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

OMNI 360 Wealth, Inc. held 2,607 IYW 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 2,607 shares
    Change vs previous 13F -3 shares

    0.31% of the 13F portfolio, value $690,594.

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

  2. period ended2026-06-30
    13F 2,610 shares
    Change vs previous 13F +29 shares

    0.3% of the 13F portfolio, value $658,320.

    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 2,581 shares
    Change vs previous 13F -295 shares

    0.24% of the 13F portfolio, value $468,245.

    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 2,876 shares
    Change vs previous 13F -3,112 shares

    0.29% of the 13F portfolio, value $573,072.

    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 5,988 shares
    Change vs previous 13F -586 shares

    0.66% of the 13F portfolio, value $1,172,810.

    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 6,574 shares
    Change vs previous 13F +42 shares

    0.71% of the 13F portfolio, value $1,139,077.

    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 6,532 shares
    Change vs previous 13F +164 shares

    0.61% of the 13F portfolio, value $917,354.

    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 6,368 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,015,823.

    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).