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Disclosery

Omega Financial Group, LLC: SUSL position timeline

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

Omega Financial Group, LLC held 18,019 SUSL 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 18,019 shares
    Change vs previous 13F -766 shares

    0.73% of the 13F portfolio, value $2,392,189.

    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 18,785 shares
    Change vs previous 13F -2,003 shares

    0.7% of the 13F portfolio, value $2,133,971.

    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 20,788 shares
    Change vs previous 13F -1,014 shares

    0.84% of the 13F portfolio, value $2,520,998.

    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 21,802 shares
    Change vs previous 13F -525 shares

    0.86% of the 13F portfolio, value $2,551,878.

    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 22,327 shares
    Change vs previous 13F +112 shares

    0.87% of the 13F portfolio, value $2,419,131.

    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 22,215 shares
    Change vs previous 13F +1,747 shares

    0.82% of the 13F portfolio, value $2,128,414.

    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 20,468 shares
    Change vs previous 13F -523 shares

    0.8% of the 13F portfolio, value $2,109,042.

    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 20,991 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,131,032.

    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).