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Disclosery

OMNI 360 Wealth, Inc.: JEPI position timeline

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

OMNI 360 Wealth, Inc. held 16,110 JEPI 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 16,110 shares
    Change vs previous 13F -125 shares

    0.41% of the 13F portfolio, value $905,704.

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

  2. period ended2026-06-30
    13F 16,235 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $916,953.

    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 16,235 shares
    Change vs previous 13F -300 shares

    0.47% of the 13F portfolio, value $920,200.

    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 16,535 shares
    Change vs previous 13F -2,212 shares

    0.49% of the 13F portfolio, value $964,652.

    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 18,747 shares
    Change vs previous 13F -555 shares

    0.6% of the 13F portfolio, value $1,070,453.

    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 19,302 shares
    Change vs previous 13F +656 shares

    0.68% of the 13F portfolio, value $1,097,337.

    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 18,646 shares
    Change vs previous 13F +429 shares

    0.71% of the 13F portfolio, value $1,065,458.

    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 18,217 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,048,048.

    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).