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Disclosery

Omnia Family Wealth, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Omnia Family Wealth, LLC on CRM, newest first. How the timeline and the estimate are built.

Omnia Family Wealth, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,138 shares

    13F-HR 0001951757-26-000792 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,138 shares
    Change vs previous 13F +205 shares

    0.09% of the 13F portfolio, value $301,937.

    13F-HR 0001951757-26-000193 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 933 shares
    Change vs previous 13F +184 shares

    0.07% of the 13F portfolio, value $221,512.

    13F-HR 0001951757-25-001299 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 749 shares
    Change vs previous 13F -396 shares

    0.07% of the 13F portfolio, value $204,556.

    13F-HR 0001951757-25-000973 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,145 shares
    Change vs previous 13F +309 shares

    0.13% of the 13F portfolio, value $307,309.

    13F-HR 0001951757-25-000438 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F/A 836 shares
    Change vs previous 13F +28 shares

    0.12% of the 13F portfolio, value $279,869.

    13F-HR/A 0001951757-25-000276 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 808 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $221,500.

    13F-HR 0001951757-24-001177 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).