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Omega Financial Group, LLC: EWX position timeline

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

Omega Financial Group, LLC held 8,813 EWX 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 8,813 shares
    Change vs previous 13F -231 shares

    0.2% of the 13F portfolio, value $654,825.

    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 9,044 shares
    Change vs previous 13F -910 shares

    0.2% of the 13F portfolio, value $597,998.

    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 9,954 shares
    Change vs previous 13F -271 shares

    0.22% of the 13F portfolio, value $653,550.

    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 10,225 shares
    Change vs previous 13F -440 shares

    0.23% of the 13F portfolio, value $688,066.

    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 10,665 shares
    Change vs previous 13F -35 shares

    0.24% of the 13F portfolio, value $661,573.

    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 10,700 shares
    Change vs previous 13F -327 shares

    0.23% of the 13F portfolio, value $605,926.

    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 11,027 shares
    Change vs previous 13F +120 shares

    0.24% of the 13F portfolio, value $646,279.

    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 10,907 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $680,367.

    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).