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Disclosery

OMNI 360 Wealth, Inc.: VLUE position timeline

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

OMNI 360 Wealth, Inc. held 9,488 VLUE 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 9,488 shares
    Change vs previous 13F +6 shares

    0.85% of the 13F portfolio, value $1,878,575.

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

  2. period ended2026-06-30
    13F 9,482 shares
    Change vs previous 13F +484 shares

    0.88% of the 13F portfolio, value $1,894,548.

    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 8,998 shares
    Change vs previous 13F -323 shares

    0.66% of the 13F portfolio, value $1,279,390.

    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 9,321 shares
    Change vs previous 13F +106 shares

    0.69% of the 13F portfolio, value $1,339,299.

    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 9,215 shares
    Change vs previous 13F -29 shares

    0.65% of the 13F portfolio, value $1,152,304.

    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 9,244 shares
    Change vs previous 13F -188 shares

    0.65% of the 13F portfolio, value $1,046,485.

    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 9,432 shares
    Change vs previous 13F +767 shares

    0.67% of the 13F portfolio, value $1,005,896.

    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 8,665 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $915,084.

    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).