Skip to content
Disclosery

Omega Financial Group, LLC: SCHF position timeline

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

Omega Financial Group, LLC held 103,161 SCHF 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 103,161 shares
    Change vs previous 13F -478 shares

    0.87% of the 13F portfolio, value $2,857,561.

    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 103,639 shares
    Change vs previous 13F -2,151 shares

    0.85% of the 13F portfolio, value $2,565,061.

    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 105,790 shares
    Change vs previous 13F -1,630 shares

    0.85% of the 13F portfolio, value $2,543,211.

    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 107,420 shares
    Change vs previous 13F -3,714 shares

    0.84% of the 13F portfolio, value $2,500,753.

    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 111,134 shares
    Change vs previous 13F +3,372 shares

    0.89% of the 13F portfolio, value $2,456,072.

    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 107,762 shares
    Change vs previous 13F -15,339 shares

    0.82% of the 13F portfolio, value $2,131,534.

    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 123,101 shares
    Change vs previous 13F +60,807 shares

    0.86% of the 13F portfolio, value $2,277,374.

    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 62,294 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,561,531.

    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).