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Omega Financial Group, LLC: EEMS position timeline

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

Omega Financial Group, LLC held 76,931 EEMS 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 76,931 shares
    Change vs previous 13F -377 shares

    1.78% of the 13F portfolio, value $5,838,290.

    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 77,308 shares
    Change vs previous 13F +1,847 shares

    1.76% of the 13F portfolio, value $5,348,183.

    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 75,461 shares
    Change vs previous 13F +963 shares

    1.69% of the 13F portfolio, value $5,092,123.

    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 74,498 shares
    Change vs previous 13F +1,461 shares

    1.7% of the 13F portfolio, value $5,059,178.

    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 73,037 shares
    Change vs previous 13F +1,222 shares

    1.71% of the 13F portfolio, value $4,736,481.

    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 71,815 shares
    Change vs previous 13F +2,722 shares

    1.53% of the 13F portfolio, value $3,993,645.

    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 69,093 shares
    Change vs previous 13F +3,637 shares

    1.52% of the 13F portfolio, value $4,017,095.

    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 65,456 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,175,463.

    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).