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Disclosery

OMNI 360 Wealth, Inc.: VPLS position timeline

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

OMNI 360 Wealth, Inc. held 49,818 VPLS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,818 shares
    Change vs previous 13F +11,968 shares

    1.79% of the 13F portfolio, value $3,864,680.

    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).

  2. period ended2026-03-31
    13F 37,850 shares
    Change vs previous 13F +9,584 shares

    1.52% of the 13F portfolio, value $2,936,754.

    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).

  3. period ended2025-12-31
    13F 28,266 shares
    Change vs previous 13F +13,270 shares

    1.14% of the 13F portfolio, value $2,219,613.

    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).

  4. period ended2025-09-30
    13F 14,996 shares
    Change vs previous 13F +1,397 shares

    0.66% of the 13F portfolio, value $1,179,088.

    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).

  5. period ended2025-06-30
    13F/A 13,599 shares
    Change vs previous 13F +1,804 shares

    0.66% of the 13F portfolio, value $1,058,011.

    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).

  6. period ended2025-03-31
    13F/A 11,795 shares
    Change vs previous 13F -236 shares

    0.61% of the 13F portfolio, value $914,842.

    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).

  7. period ended2024-12-31
    13F/A 12,031 shares
    Change vs previous 13F +2,733 shares

    0.61% of the 13F portfolio, value $914,268.

    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).

  8. period ended2024-09-30
    13F/A 9,298 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $737,495.

    13F-HR/A 0002085853-25-000161 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).