Omega Financial Group, LLC: DVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Omega Financial Group, LLC on DVY, newest first. How the timeline and the estimate are built.
Omega Financial Group, LLC held 31,077 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 31,077 sharesChange vs previous 13F -465 shares
1.48% of the 13F portfolio, value $4,857,319.
13F-HR 0001172661-26-002715 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,542 sharesChange vs previous 13F -1,829 shares
1.57% of the 13F portfolio, value $4,775,797.
13F-HR 0001172661-26-001713 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,371 sharesChange vs previous 13F -1,660 shares
1.57% of the 13F portfolio, value $4,710,111.
13F-HR 0001172661-26-000355 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,031 sharesChange vs previous 13F -913 shares
1.67% of the 13F portfolio, value $4,977,979.
13F-HR 0001172661-25-004706 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,944 sharesChange vs previous 13F -9,985 shares
1.72% of the 13F portfolio, value $4,773,782.
13F-HR 0001172661-25-002965 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 45,929 sharesChange vs previous 13F -2,890 shares
2.37% of the 13F portfolio, value $6,167,814.
13F-HR 0001172661-25-001550 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 48,819 sharesChange vs previous 13F -1,427 shares
2.43% of the 13F portfolio, value $6,409,468.
13F-HR 0001085146-25-000204 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,246 sharesChange vs previous 13F not available
2.57% of the 13F portfolio, value $6,786,780.
13F-HR 0001085146-24-004661 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).