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Disclosery

Omega Financial Group, LLC: SUB position timeline

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

Omega Financial Group, LLC held 21,954 SUB 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 21,954 shares
    Change vs previous 13F -890 shares

    0.71% of the 13F portfolio, value $2,337,389.

    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 22,844 shares
    Change vs previous 13F -1,762 shares

    0.8% of the 13F portfolio, value $2,432,878.

    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 24,606 shares
    Change vs previous 13F +221 shares

    0.87% of the 13F portfolio, value $2,625,547.

    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 24,385 shares
    Change vs previous 13F -940 shares

    0.88% of the 13F portfolio, value $2,603,871.

    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 25,325 shares
    Change vs previous 13F -2,061 shares

    0.97% of the 13F portfolio, value $2,693,098.

    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 27,386 shares
    Change vs previous 13F -417 shares

    1.11% of the 13F portfolio, value $2,892,001.

    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 27,803 shares
    Change vs previous 13F -70 shares

    1.11% of the 13F portfolio, value $2,932,648.

    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 27,873 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,959,795.

    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).