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Disclosery

Omega Financial Group, LLC: IUSG position timeline

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

Omega Financial Group, LLC held 25,020 IUSG 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 25,020 shares
    Change vs previous 13F +7 shares

    1.43% of the 13F portfolio, value $4,706,034.

    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 25,013 shares
    Change vs previous 13F +363 shares

    1.28% of the 13F portfolio, value $3,879,732.

    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 24,650 shares
    Change vs previous 13F +114 shares

    1.38% of the 13F portfolio, value $4,139,748.

    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 24,536 shares
    Change vs previous 13F +125 shares

    1.36% of the 13F portfolio, value $4,037,164.

    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 24,411 shares
    Change vs previous 13F +790 shares

    1.32% of the 13F portfolio, value $3,671,487.

    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 23,621 shares
    Change vs previous 13F -238 shares

    1.15% of the 13F portfolio, value $3,001,693.

    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 23,859 shares
    Change vs previous 13F -448 shares

    1.26% of the 13F portfolio, value $3,324,757.

    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 24,307 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,206,360.

    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).