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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

  1. period ended2026-06-30
    13F 31,077 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 31,542 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 33,371 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 35,031 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 35,944 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 45,929 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 48,819 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 50,246 shares
    Change 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), ingested

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