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Disclosery

OMNI 360 Wealth, Inc.: SPDW position timeline

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

OMNI 360 Wealth, Inc. held 8,296 SPDW 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 8,296 shares
    Change vs previous 13F -188 shares

    0.19% of the 13F portfolio, value $416,524.

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

  2. period ended2026-06-30
    13F 8,484 shares
    Change vs previous 13F +40 shares

    0.2% of the 13F portfolio, value $427,491.

    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 8,444 shares
    Change vs previous 13F +66 shares

    0.2% of the 13F portfolio, value $385,481.

    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 8,378 shares
    Change vs previous 13F +111 shares

    0.2% of the 13F portfolio, value $386,574.

    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 8,267 shares
    Change vs previous 13F -106 shares

    0.2% of the 13F portfolio, value $353,753.

    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 8,373 shares
    Change vs previous 13F -296 shares

    0.21% of the 13F portfolio, value $339,031.

    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 8,669 shares
    Change vs previous 13F +46 shares

    0.21% of the 13F portfolio, value $315,646.

    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 8,623 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $294,310.

    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).