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Disclosery

OMNI 360 Wealth, Inc.: QUAL position timeline

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

OMNI 360 Wealth, Inc. held 22,844 QUAL 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 22,844 shares
    Change vs previous 13F -912 shares

    2.3% of the 13F portfolio, value $5,076,755.

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

  2. period ended2026-06-30
    13F 23,756 shares
    Change vs previous 13F -1,347 shares

    2.41% of the 13F portfolio, value $5,212,786.

    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 25,103 shares
    Change vs previous 13F -1,105 shares

    2.48% of the 13F portfolio, value $4,814,916.

    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 26,208 shares
    Change vs previous 13F +8 shares

    2.72% of the 13F portfolio, value $5,309,985.

    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 26,200 shares
    Change vs previous 13F -10 shares

    2.86% of the 13F portfolio, value $5,095,978.

    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 26,210 shares
    Change vs previous 13F +532 shares

    2.97% of the 13F portfolio, value $4,791,759.

    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 25,678 shares
    Change vs previous 13F +729 shares

    2.94% of the 13F portfolio, value $4,388,048.

    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 24,949 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $4,442,886.

    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).