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Disclosery

OMNI 360 Wealth, Inc.: XSOE position timeline

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

OMNI 360 Wealth, Inc. held 14,950 XSOE 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 14,950 shares
    Change vs previous 13F +484 shares

    0.32% of the 13F portfolio, value $700,408.

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

  2. period ended2026-06-30
    13F 14,466 shares
    Change vs previous 13F +412 shares

    0.33% of the 13F portfolio, value $711,438.

    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 14,054 shares
    Change vs previous 13F +194 shares

    0.29% of the 13F portfolio, value $563,565.

    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 13,860 shares
    Change vs previous 13F +584 shares

    0.29% of the 13F portfolio, value $566,874.

    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 13,276 shares
    Change vs previous 13F +463 shares

    0.28% of the 13F portfolio, value $503,691.

    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 12,813 shares
    Change vs previous 13F +64 shares

    0.27% of the 13F portfolio, value $441,792.

    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 12,749 shares
    Change vs previous 13F +327 shares

    0.26% of the 13F portfolio, value $393,562.

    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 12,422 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $378,623.

    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).