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Disclosery

Omega Financial Group, LLC: AFRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Omega Financial Group, LLC on AFRM, newest first. How the timeline and the estimate are built.

Omega Financial Group, LLC held 103,627 AFRM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,627 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $8,450,782.

    13F-HR 0001172661-26-002715 filed by Omega Financial Group, 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 103,627 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $4,748,189.

    13F-HR 0001172661-26-001713 filed by Omega Financial Group, 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 103,627 shares
    Change vs previous 13F -2,000 shares

    2.57% of the 13F portfolio, value $7,712,958.

    13F-HR 0001172661-26-000355 filed by Omega Financial Group, 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 105,627 shares
    Change vs previous 13F -9,003 shares

    2.6% of the 13F portfolio, value $7,719,221.

    13F-HR 0001172661-25-004706 filed by Omega Financial Group, 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 114,630 shares
    Change vs previous 13F +5,351 shares

    2.86% of the 13F portfolio, value $7,925,518.

    13F-HR 0001172661-25-002965 filed by Omega Financial Group, 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 109,279 shares
    Change vs previous 13F +6,252 shares

    1.9% of the 13F portfolio, value $4,938,318.

    13F-HR 0001172661-25-001550 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 103,027 shares
    Change vs previous 13F +4,871 shares

    2.37% of the 13F portfolio, value $6,274,344.

    13F-HR 0001085146-25-000204 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 98,156 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $4,006,728.

    13F-HR 0001085146-24-004661 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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