Omega Financial Group, LLC: SCZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Omega Financial Group, LLC on SCZ, newest first. How the timeline and the estimate are built.
Omega Financial Group, LLC held 142,432 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 142,432 sharesChange vs previous 13F +1,025 shares
3.57% of the 13F portfolio, value $11,717,903.
13F-HR 0001172661-26-002715 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 141,407 sharesChange vs previous 13F +611 shares
3.66% of the 13F portfolio, value $11,087,706.
13F-HR 0001172661-26-001713 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 140,796 sharesChange vs previous 13F +1,410 shares
3.63% of the 13F portfolio, value $10,915,975.
13F-HR 0001172661-26-000355 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 139,386 sharesChange vs previous 13F -264 shares
3.6% of the 13F portfolio, value $10,693,708.
13F-HR 0001172661-25-004706 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 139,650 sharesChange vs previous 13F +683 shares
3.66% of the 13F portfolio, value $10,149,741.
13F-HR 0001172661-25-002965 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 138,967 sharesChange vs previous 13F +3,986 shares
3.39% of the 13F portfolio, value $8,828,587.
13F-HR 0001172661-25-001550 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 134,981 sharesChange vs previous 13F +8,450 shares
3.1% of the 13F portfolio, value $8,200,109.
13F-HR 0001085146-25-000204 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 126,531 sharesChange vs previous 13F not available
3.25% of the 13F portfolio, value $8,566,147.
13F-HR 0001085146-24-004661 filed by Omega Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).