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Disclosery

OMNI 360 Wealth, Inc.: VIGI position timeline

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

OMNI 360 Wealth, Inc. held 10,674 VIGI 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 10,674 shares
    Change vs previous 13F +199 shares

    0.46% of the 13F portfolio, value $1,007,868.

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

  2. period ended2026-06-30
    13F 10,475 shares
    Change vs previous 13F -33 shares

    0.45% of the 13F portfolio, value $978,151.

    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 10,508 shares
    Change vs previous 13F +89 shares

    0.48% of the 13F portfolio, value $929,512.

    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 10,419 shares
    Change vs previous 13F +443 shares

    0.5% of the 13F portfolio, value $975,336.

    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 9,976 shares
    Change vs previous 13F +697 shares

    0.5% of the 13F portfolio, value $893,524.

    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 9,279 shares
    Change vs previous 13F -17 shares

    0.52% of the 13F portfolio, value $836,261.

    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 9,296 shares
    Change vs previous 13F +404 shares

    0.52% of the 13F portfolio, value $770,996.

    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 8,892 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $711,255.

    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).