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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

  1. period ended2026-06-30
    13F 142,432 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 141,407 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,796 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 139,386 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 139,650 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 138,967 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 134,981 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 126,531 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).