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Disclosery

OMNI 360 Wealth, Inc.: SPY position timeline

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

OMNI 360 Wealth, Inc. held 4,521 SPY 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 4,521 shares
    Change vs previous 13F +67 shares

    1.56% of the 13F portfolio, value $3,447,579.

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

  2. period ended2026-06-30
    13F 4,454 shares
    Change vs previous 13F +5 shares

    1.54% of the 13F portfolio, value $3,326,379.

    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 4,449 shares
    Change vs previous 13F +9 shares

    1.49% of the 13F portfolio, value $2,893,493.

    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 4,440 shares
    Change vs previous 13F +394 shares

    1.57% of the 13F portfolio, value $3,065,211.

    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 4,046 shares
    Change vs previous 13F -20 shares

    1.51% of the 13F portfolio, value $2,695,166.

    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 4,066 shares
    Change vs previous 13F +40 shares

    1.56% of the 13F portfolio, value $2,511,994.

    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 4,026 shares
    Change vs previous 13F -133 shares

    1.51% of the 13F portfolio, value $2,251,937.

    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 4,159 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,437,544.

    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).