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Disclosery

Omega Financial Group, LLC: EAGG position timeline

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

Omega Financial Group, LLC held 60,077 EAGG 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 60,077 shares
    Change vs previous 13F -198 shares

    0.87% of the 13F portfolio, value $2,848,274.

    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 60,275 shares
    Change vs previous 13F +714 shares

    0.94% of the 13F portfolio, value $2,866,096.

    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 59,561 shares
    Change vs previous 13F +864 shares

    0.95% of the 13F portfolio, value $2,850,040.

    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 58,697 shares
    Change vs previous 13F -1,813 shares

    0.95% of the 13F portfolio, value $2,819,262.

    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 60,510 shares
    Change vs previous 13F -4,462 shares

    1.04% of the 13F portfolio, value $2,876,650.

    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 64,972 shares
    Change vs previous 13F +2,556 shares

    1.18% of the 13F portfolio, value $3,084,866.

    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 62,416 shares
    Change vs previous 13F +3,119 shares

    1.1% of the 13F portfolio, value $2,898,609.

    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 59,297 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,881,243.

    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).