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Omega Financial Group, LLC: IJH position timeline

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

Omega Financial Group, LLC held 204,398 IJH 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 204,398 shares
    Change vs previous 13F +3,887 shares

    4.8% of the 13F portfolio, value $15,761,133.

    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 200,511 shares
    Change vs previous 13F +5,428 shares

    4.46% of the 13F portfolio, value $13,540,510.

    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 195,083 shares
    Change vs previous 13F +3,773 shares

    4.28% of the 13F portfolio, value $12,875,507.

    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 191,310 shares
    Change vs previous 13F +7,028 shares

    4.2% of the 13F portfolio, value $12,484,931.

    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 184,282 shares
    Change vs previous 13F +5,047 shares

    4.12% of the 13F portfolio, value $11,429,176.

    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 179,235 shares
    Change vs previous 13F +2,422 shares

    4.01% of the 13F portfolio, value $10,458,382.

    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 176,813 shares
    Change vs previous 13F +3,128 shares

    4.17% of the 13F portfolio, value $11,017,227.

    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 173,685 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $10,824,067.

    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).