Omega Financial Group, LLC: PBP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Omega Financial Group, LLC on PBP, newest first. How the timeline and the estimate are built.
Omega Financial Group, LLC held 58,201 PBP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 58,201 sharesChange vs previous 13F -1,064 shares
0.41% of the 13F portfolio, value $1,332,814.
13F-HR 0001172661-26-002715 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,265 sharesChange vs previous 13F +1,256 shares
0.43% of the 13F portfolio, value $1,303,247.
13F-HR 0001172661-26-001713 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 58,009 sharesChange vs previous 13F +68 shares
0.44% of the 13F portfolio, value $1,324,348.
13F-HR 0001172661-26-000355 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,941 sharesChange vs previous 13F +245 shares
0.43% of the 13F portfolio, value $1,281,669.
13F-HR 0001172661-25-004706 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,696 sharesChange vs previous 13F -1,172 shares
0.45% of the 13F portfolio, value $1,261,236.
13F-HR 0001172661-25-002965 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,868 sharesChange vs previous 13F -1,797 shares
0.5% of the 13F portfolio, value $1,305,114.
13F-HR 0001172661-25-001550 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,665 sharesChange vs previous 13F +103 shares
0.54% of the 13F portfolio, value $1,429,883.
13F-HR 0001085146-25-000204 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 60,562 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $1,383,226.
13F-HR 0001085146-24-004661 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).