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Omega Financial Group, LLC: IEMG position timeline

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

Omega Financial Group, LLC held 148,609 IEMG 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 148,609 shares
    Change vs previous 13F -913 shares

    3.75% of the 13F portfolio, value $12,310,775.

    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 149,522 shares
    Change vs previous 13F +6,670 shares

    3.44% of the 13F portfolio, value $10,429,189.

    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 142,852 shares
    Change vs previous 13F -261 shares

    3.19% of the 13F portfolio, value $9,602,540.

    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 143,113 shares
    Change vs previous 13F +3,021 shares

    3.17% of the 13F portfolio, value $9,434,034.

    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 140,092 shares
    Change vs previous 13F +1,619 shares

    3.03% of the 13F portfolio, value $8,409,723.

    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 138,473 shares
    Change vs previous 13F +1,494 shares

    2.87% of the 13F portfolio, value $7,473,370.

    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 136,979 shares
    Change vs previous 13F +6,326 shares

    2.71% of the 13F portfolio, value $7,153,027.

    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 130,653 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $7,500,765.

    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).