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Disclosery

OMNI 360 Wealth, Inc.: SCHD position timeline

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

OMNI 360 Wealth, Inc. held 36,761 SCHD 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 36,761 shares
    Change vs previous 13F -279 shares

    0.54% of the 13F portfolio, value $1,195,851.

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

  2. period ended2026-06-30
    13F 37,040 shares
    Change vs previous 13F -1,947 shares

    0.54% of the 13F portfolio, value $1,174,534.

    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 38,987 shares
    Change vs previous 13F -4,345 shares

    0.62% of the 13F portfolio, value $1,196,107.

    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 43,332 shares
    Change vs previous 13F -15,994 shares

    0.64% of the 13F portfolio, value $1,258,362.

    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 59,326 shares
    Change vs previous 13F -4,161 shares

    0.91% of the 13F portfolio, value $1,619,602.

    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 63,487 shares
    Change vs previous 13F +508 shares

    1.04% of the 13F portfolio, value $1,682,409.

    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 62,979 shares
    Change vs previous 13F -4,913 shares

    1.18% of the 13F portfolio, value $1,760,894.

    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 67,892 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,854,798.

    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).