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Disclosery

Omega Financial Group, LLC: PWZ position timeline

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

Omega Financial Group, LLC held 26,548 PWZ 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 26,548 shares
    Change vs previous 13F +611 shares

    0.2% of the 13F portfolio, value $650,699.

    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 25,937 shares
    Change vs previous 13F +160 shares

    0.2% of the 13F portfolio, value $619,105.

    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 25,777 shares
    Change vs previous 13F +597 shares

    0.21% of the 13F portfolio, value $622,790.

    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 25,180 shares
    Change vs previous 13F +136 shares

    0.2% of the 13F portfolio, value $602,312.

    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 25,044 shares
    Change vs previous 13F +139 shares

    0.21% of the 13F portfolio, value $584,518.

    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 24,905 shares
    Change vs previous 13F +128 shares

    0.23% of the 13F portfolio, value $593,989.

    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 24,777 shares
    Change vs previous 13F +2,122 shares

    0.23% of the 13F portfolio, value $612,002.

    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 22,655 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $568,184.

    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).