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Disclosery

OMNI 360 Wealth, Inc.: XLV position timeline

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

OMNI 360 Wealth, Inc. held 8,455 XLV 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 8,455 shares
    Change vs previous 13F +830 shares

    0.65% of the 13F portfolio, value $1,423,991.

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

  2. period ended2026-06-30
    13F 7,625 shares
    Change vs previous 13F +720 shares

    0.56% of the 13F portfolio, value $1,209,783.

    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 6,905 shares
    Change vs previous 13F +261 shares

    0.52% of the 13F portfolio, value $1,012,342.

    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 6,644 shares
    Change vs previous 13F +2,313 shares

    0.54% of the 13F portfolio, value $1,048,822.

    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 4,331 shares
    Change vs previous 13F +371 shares

    0.34% of the 13F portfolio, value $602,745.

    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 3,960 shares
    Change vs previous 13F +1,201 shares

    0.33% of the 13F portfolio, value $533,752.

    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 2,759 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $402,907.

    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).