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Omega Financial Group, LLC: SUSB position timeline

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

Omega Financial Group, LLC held 73,533 SUSB 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 73,533 shares
    Change vs previous 13F -2,361 shares

    0.56% of the 13F portfolio, value $1,837,597.

    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 75,894 shares
    Change vs previous 13F +1,322 shares

    0.63% of the 13F portfolio, value $1,902,277.

    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 74,572 shares
    Change vs previous 13F +561 shares

    0.63% of the 13F portfolio, value $1,882,220.

    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 74,011 shares
    Change vs previous 13F +1,113 shares

    0.63% of the 13F portfolio, value $1,873,235.

    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 72,898 shares
    Change vs previous 13F +423 shares

    0.66% of the 13F portfolio, value $1,834,842.

    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 72,475 shares
    Change vs previous 13F +5,207 shares

    0.7% of the 13F portfolio, value $1,811,138.

    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 67,268 shares
    Change vs previous 13F -2,495 shares

    0.63% of the 13F portfolio, value $1,661,520.

    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 69,763 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,755,228.

    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).