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Disclosery

Omega Financial Group, LLC: IYR position timeline

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

Omega Financial Group, LLC held 62,307 IYR 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 62,307 shares
    Change vs previous 13F -1,280 shares

    1.94% of the 13F portfolio, value $6,370,912.

    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 63,587 shares
    Change vs previous 13F -2,485 shares

    1.98% of the 13F portfolio, value $6,012,804.

    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 66,072 shares
    Change vs previous 13F +60,807 shares

    2.06% of the 13F portfolio, value $6,203,501.

    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 5,265 shares
    Change vs previous 13F -15 shares

    0.17% of the 13F portfolio, value $511,195.

    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 5,280 shares
    Change vs previous 13F +12 shares

    0.18% of the 13F portfolio, value $500,366.

    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 5,268 shares
    Change vs previous 13F -116 shares

    0.19% of the 13F portfolio, value $504,447.

    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 5,384 shares
    Change vs previous 13F -2,979 shares

    0.19% of the 13F portfolio, value $501,001.

    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 8,363 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $851,976.

    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).