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Disclosery

OMNI 360 Wealth, Inc.: VYM position timeline

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

OMNI 360 Wealth, Inc. held 31,464 VYM 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 31,464 shares
    Change vs previous 13F -119 shares

    2.21% of the 13F portfolio, value $4,883,217.

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

  2. period ended2026-06-30
    13F 31,583 shares
    Change vs previous 13F +2,422 shares

    2.31% of the 13F portfolio, value $4,991,080.

    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 29,161 shares
    Change vs previous 13F +831 shares

    2.23% of the 13F portfolio, value $4,318,717.

    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 28,330 shares
    Change vs previous 13F +3,431 shares

    2.15% of the 13F portfolio, value $4,194,768.

    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 24,899 shares
    Change vs previous 13F +1,453 shares

    1.97% of the 13F portfolio, value $3,509,502.

    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 23,446 shares
    Change vs previous 13F +585 shares

    1.94% of the 13F portfolio, value $3,125,524.

    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 22,861 shares
    Change vs previous 13F +4,120 shares

    1.98% of the 13F portfolio, value $2,948,186.

    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 18,741 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,391,188.

    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).