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
- period ended2026-06-3013F 148,609 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 149,522 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 142,852 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 143,113 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 140,092 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 138,473 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 136,979 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 130,653 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).