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Disclosery

Omega Financial Group, LLC: SPHY position timeline

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

Omega Financial Group, LLC held 355,595 SPHY 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 355,595 shares
    Change vs previous 13F +8,488 shares

    2.54% of the 13F portfolio, value $8,335,137.

    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 347,107 shares
    Change vs previous 13F +1,752 shares

    2.67% of the 13F portfolio, value $8,094,533.

    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 345,355 shares
    Change vs previous 13F +6,576 shares

    2.72% of the 13F portfolio, value $8,174,569.

    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 338,779 shares
    Change vs previous 13F +2,907 shares

    2.73% of the 13F portfolio, value $8,110,370.

    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 335,872 shares
    Change vs previous 13F +172 shares

    2.88% of the 13F portfolio, value $7,993,747.

    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 335,700 shares
    Change vs previous 13F +16,873 shares

    3.02% of the 13F portfolio, value $7,862,086.

    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 318,827 shares
    Change vs previous 13F +23,687 shares

    2.83% of the 13F portfolio, value $7,482,863.

    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 295,140 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $7,098,108.

    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).