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Disclosery

OMNI 360 Wealth, Inc.: XTEN position timeline

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

OMNI 360 Wealth, Inc. held 33,240 XTEN 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 33,240 shares
    Change vs previous 13F +69 shares

    0.7% of the 13F portfolio, value $1,515,079.

    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 33,171 shares
    Change vs previous 13F +4,389 shares

    0.78% of the 13F portfolio, value $1,521,222.

    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 28,782 shares
    Change vs previous 13F +12,694 shares

    0.69% of the 13F portfolio, value $1,340,090.

    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 16,088 shares
    Change vs previous 13F +4,952 shares

    0.42% of the 13F portfolio, value $750,183.

    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 11,136 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $514,038.

    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).