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Omnitrust Wealth Management, Inc: ROE position timeline

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

Omnitrust Wealth Management, Inc held 23,260 ROE shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 23,260 shares
    Change vs previous 13F +462 shares

    1.07% of the 13F portfolio, value $824,101.

    13F-HR 0002108483-26-000002 filed by Omnitrust Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 22,798 shares
    Change vs previous 13F +2,931 shares

    1.02% of the 13F portfolio, value $804,086.

    13F-HR 0002108483-26-000001 filed by Omnitrust Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 19,867 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $846,930.

    13F-HR 0002108483-26-000003 filed by Omnitrust Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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