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Disclosery

Omega Financial Group, LLC: SHYG position timeline

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

Omega Financial Group, LLC held 0 SHYG shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,381 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,381 shares
    Change vs previous 13F +56 shares

    0.12% of the 13F portfolio, value $359,293.

    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).

  3. period ended2025-09-30
    13F 8,325 shares
    Change vs previous 13F +62 shares

    0.12% of the 13F portfolio, value $360,473.

    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).

  4. period ended2025-06-30
    13F 8,263 shares
    Change vs previous 13F +160 shares

    0.13% of the 13F portfolio, value $356,466.

    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).

  5. period ended2025-03-31
    13F 8,103 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $344,540.

    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).

  6. period ended2024-12-31
    13F 8,103 shares
    Change vs previous 13F +68 shares

    0.13% of the 13F portfolio, value $345,269.

    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).

  7. period ended2024-09-30
    13F 8,035 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $348,880.

    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).