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Disclosery

OMNI 360 Wealth, Inc.: SCHZ position timeline

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

OMNI 360 Wealth, Inc. held 46,038 SCHZ 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 46,038 shares
    Change vs previous 13F +1,485 shares

    0.46% of the 13F portfolio, value $1,017,440.

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

  2. period ended2026-06-30
    13F 44,553 shares
    Change vs previous 13F +2,873 shares

    0.48% of the 13F portfolio, value $1,030,511.

    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 41,680 shares
    Change vs previous 13F +4,770 shares

    0.5% of the 13F portfolio, value $967,810.

    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 36,910 shares
    Change vs previous 13F +2,255 shares

    0.44% of the 13F portfolio, value $867,016.

    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 34,655 shares
    Change vs previous 13F +708 shares

    0.46% of the 13F portfolio, value $813,353.

    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 33,947 shares
    Change vs previous 13F -434 shares

    0.49% of the 13F portfolio, value $788,928.

    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 34,381 shares
    Change vs previous 13F +1,738 shares

    0.53% of the 13F portfolio, value $796,264.

    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 32,643 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $740,996.

    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).