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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

  1. period ended2026-06-30
    13F 32,629 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 33,299 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 38,820 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 40,798 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 43,264 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 43,162 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 39,247 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 38,550 shares
    Change 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), ingested

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