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Disclosery

Omega Financial Group, LLC: BNDX position timeline

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

Omega Financial Group, LLC held 155,392 BNDX 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 155,392 shares
    Change vs previous 13F +6,015 shares

    2.29% of the 13F portfolio, value $7,525,650.

    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 149,377 shares
    Change vs previous 13F +6,773 shares

    2.37% of the 13F portfolio, value $7,177,557.

    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 142,604 shares
    Change vs previous 13F +4,729 shares

    2.29% of the 13F portfolio, value $6,890,651.

    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 137,875 shares
    Change vs previous 13F -528 shares

    2.29% of the 13F portfolio, value $6,819,309.

    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 138,403 shares
    Change vs previous 13F +1,174 shares

    2.47% of the 13F portfolio, value $6,852,342.

    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 137,229 shares
    Change vs previous 13F +5,608 shares

    2.57% of the 13F portfolio, value $6,699,504.

    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 131,621 shares
    Change vs previous 13F +16,038 shares

    2.44% of the 13F portfolio, value $6,456,010.

    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 115,583 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $5,811,537.

    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).