Omega Financial Group, LLC: IJR position timeline

Omega Financial Group, LLC held 135,396 IJR 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 135,396 shares

   Change vs previous 13F +1,973 shares

   6.11% of the 13F portfolio, value $20,080,567.

   13F-HR 0001172661-26-002715 filed by Omega Financial Group, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 133,423 shares

   Change vs previous 13F +3,482 shares

   5.47% of the 13F portfolio, value $16,585,839.

   13F-HR 0001172661-26-001713 filed by Omega Financial Group, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 129,941 shares

   Change vs previous 13F +2,560 shares

   5.2% of the 13F portfolio, value $15,616,426.

   13F-HR 0001172661-26-000355 filed by Omega Financial Group, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 127,381 shares

   Change vs previous 13F +5,296 shares

   5.09% of the 13F portfolio, value $15,136,727.

   13F-HR 0001172661-25-004706 filed by Omega Financial Group, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 122,085 shares

   Change vs previous 13F +4,353 shares

   4.81% of the 13F portfolio, value $13,342,647.

   13F-HR 0001172661-25-002965 filed by Omega Financial Group, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 117,732 shares

   Change vs previous 13F -378 shares

   4.73% of the 13F portfolio, value $12,311,257.

   13F-HR 0001172661-25-001550 filed by Omega Financial Group, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 118,110 shares

   Change vs previous 13F +3,880 shares

   5.15% of the 13F portfolio, value $13,608,592.

   13F-HR 0001085146-25-000204 filed by Omega Financial Group, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 114,230 shares

   Change vs previous 13F not available

   5.06% of the 13F portfolio, value $13,360,307.

   13F-HR 0001085146-24-004661 filed by Omega Financial Group, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).