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Omnia Family Wealth, LLC: SPY position timeline

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

Omnia Family Wealth, LLC held 8,330 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,330 shares
    Change vs previous 13F -165 shares

    1.67% of the 13F portfolio, value $6,236,540.

    13F-HR 0001951757-26-000959 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).

  2. period ended2026-03-31
    13F 8,495 shares
    Change vs previous 13F -1,132 shares

    1.75% of the 13F portfolio, value $5,539,995.

    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).

  3. period ended2025-12-31
    13F 9,627 shares
    Change vs previous 13F +873 shares

    1.94% of the 13F portfolio, value $6,582,294.

    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).

  4. period ended2025-09-30
    13F 8,754 shares
    Change vs previous 13F -78 shares

    1.9% of the 13F portfolio, value $5,847,769.

    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).

  5. period ended2025-06-30
    13F 8,832 shares
    Change vs previous 13F -1,107 shares

    1.98% of the 13F portfolio, value $5,472,405.

    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).

  6. period ended2025-03-31
    13F 9,939 shares
    Change vs previous 13F +83 shares

    2.33% of the 13F portfolio, value $5,576,629.

    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).

  7. period ended2024-12-31
    13F/A 9,856 shares
    Change vs previous 13F +211 shares

    2.4% of the 13F portfolio, value $5,797,662.

    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).

  8. period ended2024-09-30
    13F 9,645 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $5,550,674.

    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).