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Disclosery

Omega Financial Group, LLC: EFG position timeline

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

Omega Financial Group, LLC held 35,014 EFG 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 35,014 shares
    Change vs previous 13F -181 shares

    1.33% of the 13F portfolio, value $4,356,423.

    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 35,195 shares
    Change vs previous 13F +69 shares

    1.29% of the 13F portfolio, value $3,919,621.

    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 35,126 shares
    Change vs previous 13F +113 shares

    1.33% of the 13F portfolio, value $4,001,621.

    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 35,013 shares
    Change vs previous 13F +434 shares

    1.34% of the 13F portfolio, value $3,987,353.

    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 34,579 shares
    Change vs previous 13F +541 shares

    1.4% of the 13F portfolio, value $3,872,808.

    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 34,038 shares
    Change vs previous 13F -1,429 shares

    1.31% of the 13F portfolio, value $3,403,785.

    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 35,467 shares
    Change vs previous 13F -253 shares

    1.3% of the 13F portfolio, value $3,434,256.

    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 35,720 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,845,205.

    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).