Omega Financial Group, LLC: IWM position timeline

Omega Financial Group, LLC held 1,439 IWM 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 1,439 shares

   Change vs previous 13F +2 shares

   0.13% of the 13F portfolio, value $432,221.

   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 1,437 shares

   Change vs previous 13F +1 shares

   0.12% of the 13F portfolio, value $356,419.

   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 1,436 shares

   Change vs previous 13F +2 shares

   0.12% of the 13F portfolio, value $353,522.

   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 1,434 shares

   Change vs previous 13F -17 shares

   0.12% of the 13F portfolio, value $347,030.

   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 1,451 shares

   Change vs previous 13F -55 shares

   0.11% of the 13F portfolio, value $313,042.

   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 1,506 shares

   Change vs previous 13F -146 shares

   0.12% of the 13F portfolio, value $300,377.

   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 1,652 shares

   Change vs previous 13F -296 shares

   0.14% of the 13F portfolio, value $364,983.

   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 1,948 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $430,273.

   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).