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Disclosery

Omega Financial Group, LLC: IJJ position timeline

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

Omega Financial Group, LLC held 92,908 IJJ 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 92,908 shares
    Change vs previous 13F +1,732 shares

    4.18% of the 13F portfolio, value $13,725,306.

    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 91,176 shares
    Change vs previous 13F +2,142 shares

    3.98% of the 13F portfolio, value $12,080,841.

    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 89,034 shares
    Change vs previous 13F +1,653 shares

    3.9% of the 13F portfolio, value $11,715,999.

    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 87,381 shares
    Change vs previous 13F +3,922 shares

    3.81% of the 13F portfolio, value $11,335,095.

    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 83,459 shares
    Change vs previous 13F +2,845 shares

    3.72% of the 13F portfolio, value $10,313,908.

    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 80,614 shares
    Change vs previous 13F +110 shares

    3.7% of the 13F portfolio, value $9,651,860.

    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 80,504 shares
    Change vs previous 13F +1,638 shares

    3.81% of the 13F portfolio, value $10,059,822.

    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 78,866 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $9,749,476.

    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).