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Disclosery

OMNI 360 Wealth, Inc.: USMV position timeline

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

OMNI 360 Wealth, Inc. held 3,865 USMV 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 3,865 shares
    Change vs previous 13F -98 shares

    0.17% of the 13F portfolio, value $376,584.

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

  2. period ended2026-06-30
    13F 3,963 shares
    Change vs previous 13F -195 shares

    0.18% of the 13F portfolio, value $382,310.

    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 4,158 shares
    Change vs previous 13F -138 shares

    0.2% of the 13F portfolio, value $385,576.

    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 4,296 shares
    Change vs previous 13F -532 shares

    0.21% of the 13F portfolio, value $406,523.

    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 4,828 shares
    Change vs previous 13F -26 shares

    0.26% of the 13F portfolio, value $459,374.

    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 4,854 shares
    Change vs previous 13F -282 shares

    0.28% of the 13F portfolio, value $455,629.

    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 5,136 shares
    Change vs previous 13F -42 shares

    0.32% of the 13F portfolio, value $481,073.

    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 5,178 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $459,790.

    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).