Omega Financial Group, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Omega Financial Group, LLC on V, newest first. How the timeline and the estimate are built.
Omega Financial Group, LLC held 4,545 V shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 4,545 sharesChange vs previous 13F -21 shares
0.47% of the 13F portfolio, value $1,559,365.
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 4,566 sharesChange vs previous 13F -578 shares
0.45% of the 13F portfolio, value $1,379,887.
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 5,144 sharesChange vs previous 13F +37 shares
0.6% of the 13F portfolio, value $1,804,110.
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 5,107 sharesChange vs previous 13F +1,590 shares
0.59% of the 13F portfolio, value $1,743,570.
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 3,517 sharesChange vs previous 13F +317 shares
0.45% of the 13F portfolio, value $1,248,827.
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 3,200 sharesChange vs previous 13F +60 shares
0.43% of the 13F portfolio, value $1,121,396.
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 3,140 sharesChange vs previous 13F +3 shares
0.38% of the 13F portfolio, value $992,375.
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 3,137 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $862,565.
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).