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
- period ended2026-06-3013F 73,533 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,894 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 74,572 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 74,011 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 72,898 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 72,475 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 67,268 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 69,763 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).