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Omnia Family Wealth, LLC: WFC position timeline

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

Omnia Family Wealth, LLC held 4,805 WFC 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 4,805 shares
    Change vs previous 13F +1,435 shares

    0.11% of the 13F portfolio, value $397,085.

    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 3,370 shares
    Change vs previous 13F -1,070 shares

    0.08% of the 13F portfolio, value $268,286.

    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 4,440 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $413,808.

    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 4,440 shares
    Change vs previous 13F +91 shares

    0.12% of the 13F portfolio, value $372,161.

    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 4,349 shares
    Change vs previous 13F +360 shares

    0.13% of the 13F portfolio, value $348,442.

    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 3,989 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $286,370.

    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).