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Omega Financial Group, LLC: QQQ position timeline

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

Omega Financial Group, LLC held 7,417 QQQ 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 7,417 shares
    Change vs previous 13F -132 shares

    1.66% of the 13F portfolio, value $5,461,578.

    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 7,549 shares
    Change vs previous 13F -143 shares

    1.44% of the 13F portfolio, value $4,356,896.

    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 7,692 shares
    Change vs previous 13F +14 shares

    1.57% of the 13F portfolio, value $4,725,574.

    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 7,678 shares
    Change vs previous 13F -124 shares

    1.55% of the 13F portfolio, value $4,610,110.

    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 7,802 shares
    Change vs previous 13F -137 shares

    1.55% of the 13F portfolio, value $4,304,124.

    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 7,939 shares
    Change vs previous 13F -476 shares

    1.43% of the 13F portfolio, value $3,722,932.

    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 8,415 shares
    Change vs previous 13F +37 shares

    1.63% of the 13F portfolio, value $4,301,919.

    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 8,378 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $4,088,932.

    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).