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Disclosery

OMNI 360 Wealth, Inc.: VTEB position timeline

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

OMNI 360 Wealth, Inc. held 16,286 VTEB 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 16,286 shares
    Change vs previous 13F +120 shares

    0.35% of the 13F portfolio, value $771,317.

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

  2. period ended2026-06-30
    13F 16,166 shares
    Change vs previous 13F +996 shares

    0.38% of the 13F portfolio, value $817,676.

    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 15,170 shares
    Change vs previous 13F +3,610 shares

    0.39% of the 13F portfolio, value $756,808.

    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 11,560 shares
    Change vs previous 13F +3,447 shares

    0.3% of the 13F portfolio, value $585,171.

    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 8,113 shares
    Change vs previous 13F +2,315 shares

    0.23% of the 13F portfolio, value $406,218.

    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 5,798 shares
    Change vs previous 13F +345 shares

    0.18% of the 13F portfolio, value $284,272.

    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 5,453 shares
    Change vs previous 13F -6,043 shares

    0.18% of the 13F portfolio, value $270,584.

    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 11,496 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $576,299.

    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).