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Disclosery

OMNI 360 Wealth, Inc.: SPYM position timeline

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

OMNI 360 Wealth, Inc. held 198,077 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,077 shares
    Change vs previous 13F +21,549 shares

    8.04% of the 13F portfolio, value $17,406,987.

    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).

  2. period ended2026-03-31
    13F 176,528 shares
    Change vs previous 13F +5,798 shares

    6.97% of the 13F portfolio, value $13,511,447.

    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).

  3. period ended2025-12-31
    13F 170,730 shares
    Change vs previous 13F -3,350 shares

    7.1% of the 13F portfolio, value $13,870,074.

    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).

  4. period ended2025-09-30
    13F 174,080 shares
    Change vs previous 13F +3,596 shares

    7.64% of the 13F portfolio, value $13,637,451.

    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).

  5. period ended2025-06-30
    13F/A 170,484 shares
    Change vs previous 13F -5,582 shares

    7.69% of the 13F portfolio, value $12,392,459.

    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).

  6. period ended2025-03-31
    13F/A 176,066 shares
    Change vs previous 13F +6,806 shares

    7.76% of the 13F portfolio, value $11,578,118.

    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).

  7. period ended2024-12-31
    13F/A 169,260 shares
    Change vs previous 13F -1,459 shares

    7.76% of the 13F portfolio, value $11,668,767.

    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).

  8. period ended2024-09-30
    13F/A 170,719 shares
    Change vs previous 13F not available

    7.91% of the 13F portfolio, value $11,525,217.

    13F-HR/A 0002085853-25-000161 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).