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Disclosery

OMNI 360 Wealth, Inc.: MSFT position timeline

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

OMNI 360 Wealth, Inc. held 2,942 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,942 shares
    Change vs previous 13F -81 shares

    0.51% of the 13F portfolio, value $1,097,358.

    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).

  2. period ended2026-03-31
    13F 3,023 shares
    Change vs previous 13F -8 shares

    0.58% of the 13F portfolio, value $1,118,898.

    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).

  3. period ended2025-12-31
    13F 3,031 shares
    Change vs previous 13F -98 shares

    0.71% of the 13F portfolio, value $1,392,212.

    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).

  4. period ended2025-09-30
    13F 3,129 shares
    Change vs previous 13F -177 shares

    0.91% of the 13F portfolio, value $1,620,629.

    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).

  5. period ended2025-06-30
    13F/A 3,306 shares
    Change vs previous 13F +1 shares

    1.02% of the 13F portfolio, value $1,644,294.

    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).

  6. period ended2025-03-31
    13F/A 3,305 shares
    Change vs previous 13F -112 shares

    0.83% of the 13F portfolio, value $1,240,609.

    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).

  7. period ended2024-12-31
    13F/A 3,417 shares
    Change vs previous 13F -2,099 shares

    0.96% of the 13F portfolio, value $1,440,421.

    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).

  8. period ended2024-09-30
    13F/A 5,516 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,373,689.

    13F-HR/A 0002085853-25-000161 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).