Skip to content

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

  1. period ended2026-06-30
    13F 58,201 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,265 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,009 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,941 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,696 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,868 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 60,665 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,562 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).