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Disclosery

OMNI 360 Wealth, Inc.: VO position timeline

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

OMNI 360 Wealth, Inc. held 21,821 VO 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 21,821 shares
    Change vs previous 13F +4,073 shares

    0.78% of the 13F portfolio, value $1,711,210.

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

  2. period ended2026-06-30
    13F 17,748 shares
    Change vs previous 13F +14,095 shares

    0.66% of the 13F portfolio, value $1,429,916.

    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 3,653 shares
    Change vs previous 13F -28 shares

    0.54% of the 13F portfolio, value $1,049,101.

    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 3,681 shares
    Change vs previous 13F -22 shares

    0.57% of the 13F portfolio, value $1,104,716.

    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 3,703 shares
    Change vs previous 13F -23 shares

    0.61% of the 13F portfolio, value $1,087,608.

    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 3,726 shares
    Change vs previous 13F -18 shares

    0.65% of the 13F portfolio, value $1,042,522.

    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 3,744 shares
    Change vs previous 13F -87 shares

    0.65% of the 13F portfolio, value $968,158.

    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 3,831 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,011,854.

    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).