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Disclosery

Omega Financial Group, LLC: AGG position timeline

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

Omega Financial Group, LLC held 216,553 AGG 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 216,553 shares
    Change vs previous 13F +12,045 shares

    6.52% of the 13F portfolio, value $21,434,371.

    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 204,508 shares
    Change vs previous 13F +19,034 shares

    6.69% of the 13F portfolio, value $20,301,507.

    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 185,474 shares
    Change vs previous 13F +10,608 shares

    6.16% of the 13F portfolio, value $18,525,217.

    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 174,866 shares
    Change vs previous 13F +3,741 shares

    5.9% of the 13F portfolio, value $17,530,318.

    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 171,125 shares
    Change vs previous 13F +2,681 shares

    6.12% of the 13F portfolio, value $16,975,642.

    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 168,444 shares
    Change vs previous 13F +8,185 shares

    6.4% of the 13F portfolio, value $16,662,455.

    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 160,259 shares
    Change vs previous 13F +25,322 shares

    5.88% of the 13F portfolio, value $15,529,114.

    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 134,937 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $13,665,045.

    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).