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Disclosery

Omega Financial Group, LLC: IWB position timeline

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

Omega Financial Group, LLC held 22,301 IWB 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 22,301 shares
    Change vs previous 13F -492 shares

    2.78% of the 13F portfolio, value $9,132,304.

    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 22,793 shares
    Change vs previous 13F -1,600 shares

    2.68% of the 13F portfolio, value $8,127,036.

    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 24,393 shares
    Change vs previous 13F -711 shares

    3.03% of the 13F portfolio, value $9,109,622.

    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 25,104 shares
    Change vs previous 13F -527 shares

    3.09% of the 13F portfolio, value $9,175,288.

    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 25,631 shares
    Change vs previous 13F -625 shares

    3.14% of the 13F portfolio, value $8,703,375.

    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 26,256 shares
    Change vs previous 13F -334 shares

    3.09% of the 13F portfolio, value $8,053,659.

    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 26,590 shares
    Change vs previous 13F -875 shares

    3.24% of the 13F portfolio, value $8,566,105.

    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 27,465 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $8,634,800.

    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).