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Disclosery

OMNI 360 Wealth, Inc.: TCAF position timeline

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

OMNI 360 Wealth, Inc. held 19,400 TCAF 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 19,400 shares
    Change vs previous 13F -14,877 shares

    0.37% of the 13F portfolio, value $797,346.

    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 34,277 shares
    Change vs previous 13F +320 shares

    0.63% of the 13F portfolio, value $1,219,913.

    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 33,957 shares
    Change vs previous 13F -2,293 shares

    0.67% of the 13F portfolio, value $1,308,357.

    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 36,250 shares
    Change vs previous 13F +2,816 shares

    0.77% of the 13F portfolio, value $1,366,625.

    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 33,434 shares
    Change vs previous 13F +4,417 shares

    0.73% of the 13F portfolio, value $1,179,552.

    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 29,017 shares
    Change vs previous 13F -17,935 shares

    0.63% of the 13F portfolio, value $936,668.

    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 46,952 shares
    Change vs previous 13F +9,498 shares

    1.04% of the 13F portfolio, value $1,562,092.

    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 37,454 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,245,346.

    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).