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Omnia Family Wealth, LLC: VTI position timeline

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

Omnia Family Wealth, LLC held 315,802 VTI 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 315,802 shares
    Change vs previous 13F -7,728 shares

    31.32% of the 13F portfolio, value $116,859,285.

    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 323,530 shares
    Change vs previous 13F -3,109 shares

    32.7% of the 13F portfolio, value $103,791,509.

    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 326,639 shares
    Change vs previous 13F -1,253 shares

    32.34% of the 13F portfolio, value $109,512,189.

    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 327,892 shares
    Change vs previous 13F +1,977 shares

    35.03% of the 13F portfolio, value $107,901,700.

    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 325,915 shares
    Change vs previous 13F +8,182 shares

    35.99% of the 13F portfolio, value $99,352,887.

    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 317,733 shares
    Change vs previous 13F -1,259 shares

    36.53% of the 13F portfolio, value $87,325,661.

    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 318,992 shares
    Change vs previous 13F +48,451 shares

    38.21% of the 13F portfolio, value $92,447,000.

    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 270,541 shares
    Change vs previous 13F not available

    32.93% of the 13F portfolio, value $76,842,031.

    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).