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Disclosery

OMNI 360 Wealth, Inc.: JPIE position timeline

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

OMNI 360 Wealth, Inc. held 94,963 JPIE 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 94,963 shares
    Change vs previous 13F +1,809 shares

    1.93% of the 13F portfolio, value $4,262,867.

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

  2. period ended2026-06-30
    13F 93,154 shares
    Change vs previous 13F +8,342 shares

    1.98% of the 13F portfolio, value $4,289,728.

    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 84,812 shares
    Change vs previous 13F +8,185 shares

    2.02% of the 13F portfolio, value $3,907,295.

    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 76,627 shares
    Change vs previous 13F +7,989 shares

    1.82% of the 13F portfolio, value $3,554,746.

    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 68,638 shares
    Change vs previous 13F +6,428 shares

    1.79% of the 13F portfolio, value $3,185,508.

    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 62,210 shares
    Change vs previous 13F +4,439 shares

    1.79% of the 13F portfolio, value $2,881,590.

    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 57,771 shares
    Change vs previous 13F +8,407 shares

    1.78% of the 13F portfolio, value $2,661,528.

    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 49,364 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,251,984.

    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).