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Disclosery

Omega Financial Group, LLC: IEFA position timeline

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

Omega Financial Group, LLC held 129,502 IEFA 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 129,502 shares
    Change vs previous 13F +1,706 shares

    3.81% of the 13F portfolio, value $12,507,259.

    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 127,796 shares
    Change vs previous 13F +1,806 shares

    3.81% of the 13F portfolio, value $11,569,358.

    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 125,990 shares
    Change vs previous 13F +1,290 shares

    3.75% of the 13F portfolio, value $11,271,088.

    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 124,700 shares
    Change vs previous 13F +2,686 shares

    3.66% of the 13F portfolio, value $10,887,568.

    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 122,014 shares
    Change vs previous 13F +659 shares

    3.67% of the 13F portfolio, value $10,185,716.

    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 121,355 shares
    Change vs previous 13F +73 shares

    3.52% of the 13F portfolio, value $9,180,497.

    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 121,282 shares
    Change vs previous 13F +6,398 shares

    3.23% of the 13F portfolio, value $8,523,698.

    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 114,884 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $8,966,725.

    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).