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Disclosery

OMNI 360 Wealth, Inc.: SCHP position timeline

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

OMNI 360 Wealth, Inc. held 35,267 SCHP 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 35,267 shares
    Change vs previous 13F +1,221 shares

    0.4% of the 13F portfolio, value $886,267.

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

  2. period ended2026-06-30
    13F 34,046 shares
    Change vs previous 13F +2,055 shares

    0.42% of the 13F portfolio, value $902,227.

    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 31,991 shares
    Change vs previous 13F +310 shares

    0.44% of the 13F portfolio, value $851,273.

    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 31,681 shares
    Change vs previous 13F +1,288 shares

    0.43% of the 13F portfolio, value $842,707.

    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 30,393 shares
    Change vs previous 13F +605 shares

    0.46% of the 13F portfolio, value $819,098.

    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 29,788 shares
    Change vs previous 13F +956 shares

    0.49% of the 13F portfolio, value $794,735.

    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 28,832 shares
    Change vs previous 13F -979 shares

    0.52% of the 13F portfolio, value $775,305.

    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 29,811 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $770,018.

    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).