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Disclosery

OMNI 360 Wealth, Inc.: SCHF position timeline

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

OMNI 360 Wealth, Inc. held 14,672 SCHF 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 14,672 shares
    Change vs previous 13F +423 shares

    0.18% of the 13F portfolio, value $403,040.

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

  2. period ended2026-06-30
    13F 14,249 shares
    Change vs previous 13F +580 shares

    0.18% of the 13F portfolio, value $394,697.

    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 13,669 shares
    Change vs previous 13F -387 shares

    0.17% of the 13F portfolio, value $338,308.

    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 14,056 shares
    Change vs previous 13F +1,064 shares

    0.18% of the 13F portfolio, value $351,541.

    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 12,992 shares
    Change vs previous 13F +3,812 shares

    0.17% of the 13F portfolio, value $302,454.

    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 9,180 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $202,878.

    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).