Omega Financial Group, LLC: ESGE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Omega Financial Group, LLC on ESGE, newest first. How the timeline and the estimate are built.
Omega Financial Group, LLC held 32,629 ESGE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 32,629 sharesChange vs previous 13F -670 shares
0.54% of the 13F portfolio, value $1,784,477.
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 33,299 sharesChange vs previous 13F -5,521 shares
0.5% of the 13F portfolio, value $1,514,123.
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 38,820 sharesChange vs previous 13F -1,978 shares
0.57% of the 13F portfolio, value $1,714,696.
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 40,798 sharesChange vs previous 13F -2,466 shares
0.6% of the 13F portfolio, value $1,771,453.
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 43,264 sharesChange vs previous 13F +102 shares
0.61% of the 13F portfolio, value $1,694,654.
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 43,162 sharesChange vs previous 13F +3,915 shares
0.58% of the 13F portfolio, value $1,508,511.
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 39,247 sharesChange vs previous 13F +697 shares
0.5% of the 13F portfolio, value $1,310,449.
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 38,550 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $1,403,612.
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).