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Disclosery

OMNI 360 Wealth, Inc.: PRFZ position timeline

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

OMNI 360 Wealth, Inc. held 20,731 PRFZ 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 20,731 shares
    Change vs previous 13F -131 shares

    0.53% of the 13F portfolio, value $1,156,167.

    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 20,862 shares
    Change vs previous 13F +811 shares

    0.49% of the 13F portfolio, value $956,920.

    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 20,051 shares
    Change vs previous 13F -839 shares

    0.5% of the 13F portfolio, value $974,497.

    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 20,890 shares
    Change vs previous 13F +142 shares

    0.53% of the 13F portfolio, value $948,820.

    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 20,748 shares
    Change vs previous 13F -1,138 shares

    0.52% of the 13F portfolio, value $843,816.

    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 21,886 shares
    Change vs previous 13F +6 shares

    0.56% of the 13F portfolio, value $828,589.

    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 21,880 shares
    Change vs previous 13F -148 shares

    0.61% of the 13F portfolio, value $910,426.

    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 22,028 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $915,255.

    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).