OMNI 360 Wealth, Inc. NXN NUVEEN N Y SELECT TAX FREE I

Ownership history in OMNI 360 Wealth, Inc.  ·  6 quarters on record

AI Ownership Summary

OMNI 360 Wealth, Inc. reported NUVEEN N Y SELECT TAX FREE I (NXN) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows NXN at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OMNI 360 Wealth, Inc.'s position in NUVEEN N Y SELECT TAX FREE I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NXN was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OMNI 360 Wealth, Inc. held NXN — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 27,000 +10,000 +58.8% 0.18% $325K 2025-10-20
2025 Q2 ADDED 17,000 +2,000 +13.3% 0.10% $198K 2025-07-07
2025 Q1 ADDED 15,000 +2,500 +20.0% 0.10% $177K 2025-04-30
2024 Q4 UNCHANGED 12,500 0% 0.09% $142K 2025-02-14
2024 Q3 UNCHANGED 12,500 0% 0.10% $152K 2024-10-24
2024 Q2 INITIATED 12,500 0.11% $146K 2024-07-19

FAQ About OMNI 360 Wealth, Inc. and NXN

These are the practical questions this page is built to answer before you even open the full history table.

How long has OMNI 360 Wealth, Inc. reported owning NXN?

OMNI 360 Wealth, Inc. reported NXN across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported NXN position in OMNI 360 Wealth, Inc.'s portfolio?

The largest reported portfolio weight for NXN was 0.18% in 2025 Q3.

What is the latest reported NXN position on this page?

The most recent filing on this page is 2025 Q3, when OMNI 360 Wealth, Inc. reported 27,000 shares, equal to 0.18% of portfolio, with an estimated market value of $325K.

What does the chart on this NXN ownership page compare?

The chart compares OMNI 360 Wealth, Inc.'s quarterly NXN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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