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Disclosery

Omega Financial Group, LLC: VNQ position timeline

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

Omega Financial Group, LLC held 208,874 VNQ 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 208,874 shares
    Change vs previous 13F +7,431 shares

    6.13% of the 13F portfolio, value $20,141,727.

    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 201,443 shares
    Change vs previous 13F +10,931 shares

    5.89% of the 13F portfolio, value $17,868,006.

    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 190,512 shares
    Change vs previous 13F -60,429 shares

    5.61% of the 13F portfolio, value $16,858,489.

    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 250,941 shares
    Change vs previous 13F +6,331 shares

    7.72% of the 13F portfolio, value $22,941,090.

    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 244,610 shares
    Change vs previous 13F -6,157 shares

    7.86% of the 13F portfolio, value $21,784,963.

    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 250,767 shares
    Change vs previous 13F +762 shares

    8.71% of the 13F portfolio, value $22,704,418.

    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 250,005 shares
    Change vs previous 13F +16,116 shares

    8.43% of the 13F portfolio, value $22,270,467.

    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 233,889 shares
    Change vs previous 13F not available

    8.64% of the 13F portfolio, value $22,785,498.

    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).