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CIK 0002010436 • 13 13F filings • Apr 30, 2025 – Jul 13, 2026
Import this data to Google Sheets with:
=jivedata("omni-360-wealth-inc-0002010436-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR/A |
| 0002085853-25-000162 |
| $150.4M |
| View |
| Oct 27, 2025 | Q4 2023 | 13F-HR/A | 0002085853-25-000158 | $107.1M | View |
| Oct 20, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000118 | $178.4M | View |
| Oct 27, 2025 | Q3 2024 | 13F-HR/A | 0002085853-25-000161 | $145.6M | View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000696 | $216.4M | View |
| Oct 27, 2025 | Q2 2025 | 13F-HR/A | 0002085853-25-000164 | $161.1M | View |
| Oct 27, 2025 | Q2 2024 | 13F-HR/A | 0002085853-25-000160 | $131.7M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000361 | $193.8M | View |
| Oct 27, 2025 | Q1 2025 | 13F-HR/A | 0002085853-25-000163 | $149.3M | View |
| Oct 27, 2025 | Q1 2024 | 13F-HR/A | 0002085853-25-000159 | $121.0M | View |