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Disclosery

OMNI 360 Wealth, Inc.: VCRB position timeline

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

OMNI 360 Wealth, Inc. held 77,263 VCRB 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 77,263 shares
    Change vs previous 13F +1,520 shares

    2.58% of the 13F portfolio, value $5,688,118.

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

  2. period ended2026-06-30
    13F 75,743 shares
    Change vs previous 13F +5,409 shares

    2.7% of the 13F portfolio, value $5,849,854.

    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 70,334 shares
    Change vs previous 13F -1,301 shares

    2.81% of the 13F portfolio, value $5,442,416.

    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 71,635 shares
    Change vs previous 13F -1,515 shares

    2.87% of the 13F portfolio, value $5,609,356.

    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 73,150 shares
    Change vs previous 13F +5,468 shares

    3.22% of the 13F portfolio, value $5,735,730.

    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 67,682 shares
    Change vs previous 13F +6,237 shares

    3.26% of the 13F portfolio, value $5,250,780.

    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 61,445 shares
    Change vs previous 13F +17,907 shares

    3.19% of the 13F portfolio, value $4,757,655.

    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 43,538 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,300,599.

    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).