OMNI 360 Wealth, Inc.
Position in NAN — Nuveen New York Quality Municipal Income Fund
CIK 2010436
Plainsboro, NJ
Position in NAN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$125,276
-$200,124 QoQ
Shares Held
10,680
-62.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#12
of 18 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OMNI 360 Wealth, Inc. holds $1,478,097 across 4 Asset Management names. NAN ranks #4 (8.5% of the industry book) .
All Filings in NAN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,276 | 10,680 | Shares | Sole | 2026-07-13 | |
| 2025-09-30 | $325,400 | 28,469 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $311,116 | 27,267 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $276,852 | 24,328 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $311,220 | 27,300 | Shares | Sole | 2025-10-27 | |
| 2024-09-30 | $321,194 | 27,243 | Shares | Sole | 2025-10-27 | |
| 2024-06-30 | $304,470 | 27,064 | Shares | Sole | 2025-10-27 | |
| 2024-03-31 | $263,194 | 24,036 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $264,010 | 23,914 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||