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Disclosery

OMNI 360 Wealth, Inc.: PRF position timeline

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

OMNI 360 Wealth, Inc. held 31,194 PRF 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 31,194 shares
    Change vs previous 13F +1,025 shares

    0.78% of the 13F portfolio, value $1,685,388.

    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 30,169 shares
    Change vs previous 13F +3,333 shares

    0.74% of the 13F portfolio, value $1,433,936.

    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 26,836 shares
    Change vs previous 13F +1,224 shares

    0.67% of the 13F portfolio, value $1,301,797.

    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 25,612 shares
    Change vs previous 13F +266 shares

    0.65% of the 13F portfolio, value $1,157,929.

    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 25,346 shares
    Change vs previous 13F -3,909 shares

    0.67% of the 13F portfolio, value $1,071,372.

    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 29,255 shares
    Change vs previous 13F -8,858 shares

    0.79% of the 13F portfolio, value $1,182,182.

    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 38,113 shares
    Change vs previous 13F +471 shares

    1.02% of the 13F portfolio, value $1,537,498.

    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 37,642 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,529,390.

    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).