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Disclosery

OMNI 360 Wealth, Inc.: SPMO position timeline

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

OMNI 360 Wealth, Inc. held 8,268 SPMO 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 8,268 shares
    Change vs previous 13F +82 shares

    0.57% of the 13F portfolio, value $1,253,263.

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

  2. period ended2026-06-30
    13F 8,186 shares
    Change vs previous 13F -268 shares

    0.61% of the 13F portfolio, value $1,322,366.

    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 8,454 shares
    Change vs previous 13F +1,605 shares

    0.49% of the 13F portfolio, value $947,778.

    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 6,849 shares
    Change vs previous 13F +573 shares

    0.42% of the 13F portfolio, value $814,415.

    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 6,276 shares
    Change vs previous 13F +347 shares

    0.43% of the 13F portfolio, value $759,773.

    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 5,929 shares
    Change vs previous 13F +843 shares

    0.41% of the 13F portfolio, value $666,835.

    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 5,086 shares
    Change vs previous 13F +1,114 shares

    0.32% of the 13F portfolio, value $470,608.

    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 3,972 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $377,380.

    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).