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Disclosery

Omega Financial Group, LLC: IBND position timeline

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

Omega Financial Group, LLC held 15,605 IBND 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 15,605 shares
    Change vs previous 13F -342 shares

    0.15% of the 13F portfolio, value $486,565.

    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 15,947 shares
    Change vs previous 13F -132 shares

    0.16% of the 13F portfolio, value $495,634.

    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 16,079 shares
    Change vs previous 13F -157 shares

    0.17% of the 13F portfolio, value $516,298.

    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 16,236 shares
    Change vs previous 13F -155 shares

    0.18% of the 13F portfolio, value $524,288.

    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 16,391 shares
    Change vs previous 13F -2,910 shares

    0.19% of the 13F portfolio, value $534,180.

    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 19,301 shares
    Change vs previous 13F -686 shares

    0.22% of the 13F portfolio, value $569,195.

    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 19,987 shares
    Change vs previous 13F -56 shares

    0.21% of the 13F portfolio, value $566,840.

    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 20,043 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $613,307.

    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).