Skip to content
Disclosery

Omega Financial Group, LLC: IFLN position timeline

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

Omega Financial Group, LLC held 103,009 IFLN 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 103,009 shares
    Change vs previous 13F -4 shares

    0.57% of the 13F portfolio, value $1,884,029.

    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 103,013 shares
    Change vs previous 13F -5,558 shares

    0.61% of the 13F portfolio, value $1,848,046.

    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 108,571 shares
    Change vs previous 13F -1,927 shares

    0.67% of the 13F portfolio, value $2,019,428.

    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 110,498 shares
    Change vs previous 13F +1,154 shares

    0.69% of the 13F portfolio, value $2,053,058.

    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 109,344 shares
    Change vs previous 13F -4,663 shares

    0.73% of the 13F portfolio, value $2,018,484.

    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 114,007 shares
    Change vs previous 13F -5,351 shares

    0.79% of the 13F portfolio, value $2,058,973.

    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 119,358 shares
    Change vs previous 13F -3,442 shares

    0.82% of the 13F portfolio, value $2,157,990.

    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 122,800 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,276,716.

    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).