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Disclosery

Omega Financial Group, LLC: RWR position timeline

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

Omega Financial Group, LLC held 12,948 RWR 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 12,948 shares
    Change vs previous 13F +86 shares

    0.45% of the 13F portfolio, value $1,462,757.

    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 12,862 shares
    Change vs previous 13F -1,680 shares

    0.43% of the 13F portfolio, value $1,298,671.

    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 14,542 shares
    Change vs previous 13F -392 shares

    0.48% of the 13F portfolio, value $1,428,523.

    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 14,934 shares
    Change vs previous 13F -1,067 shares

    0.5% of the 13F portfolio, value $1,497,767.

    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 16,001 shares
    Change vs previous 13F +142 shares

    0.56% of the 13F portfolio, value $1,543,089.

    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 15,859 shares
    Change vs previous 13F +94 shares

    0.6% of the 13F portfolio, value $1,571,923.

    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 15,765 shares
    Change vs previous 13F -966 shares

    0.59% of the 13F portfolio, value $1,558,514.

    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 16,731 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,785,736.

    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).