Omega Financial Group, LLC: GWX position timeline

Omega Financial Group, LLC held 5,753 GWX 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 5,753 shares

   Change vs previous 13F -549 shares

   0.08% of the 13F portfolio, value $251,773.

   13F-HR 0001172661-26-002715 filed by Omega Financial Group, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,302 shares

   Change vs previous 13F -14 shares

   0.09% of the 13F portfolio, value $266,152.

   13F-HR 0001172661-26-001713 filed by Omega Financial Group, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,316 shares

   Change vs previous 13F +69 shares

   0.09% of the 13F portfolio, value $258,089.

   13F-HR 0001172661-26-000355 filed by Omega Financial Group, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,247 shares

   Change vs previous 13F -201 shares

   0.08% of the 13F portfolio, value $251,010.

   13F-HR 0001172661-25-004706 filed by Omega Financial Group, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,448 shares

   Change vs previous 13F +84 shares

   0.09% of the 13F portfolio, value $239,742.

   13F-HR 0001172661-25-002965 filed by Omega Financial Group, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 6,364 shares

   Change vs previous 13F +6,364 shares

   0.08% of the 13F portfolio, value $203,383.

   13F-HR 0001172661-25-001550 filed by Omega Financial Group, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -6,641 shares

   13F-HR 0001085146-25-000204 filed by Omega Financial Group, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

8. period ended2024-09-30

   13F 6,641 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $226,641.

   13F-HR 0001085146-24-004661 filed by Omega Financial Group, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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