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WALLER FINANCIAL PLANNING GROUP, INC: OMFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on OMFL, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 178,004 OMFL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 178,004 shares
    Change vs previous 13F -4,033 shares

    2.52% of the 13F portfolio, value $12,408,648.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 182,037 shares
    Change vs previous 13F -14,446 shares

    2.57% of the 13F portfolio, value $12,476,790.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 196,483 shares
    Change vs previous 13F -21,275 shares

    2.61% of the 13F portfolio, value $11,812,535.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 217,758 shares
    Change vs previous 13F -379,912 shares

    2.96% of the 13F portfolio, value $13,311,561.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 597,670 shares
    Change vs previous 13F +5,405 shares

    8.26% of the 13F portfolio, value $36,015,610.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 592,265 shares
    Change vs previous 13F +95,471 shares

    8.27% of the 13F portfolio, value $34,221,064.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 496,794 shares
    Change vs previous 13F -55,886 shares

    7.44% of the 13F portfolio, value $26,484,076.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 552,680 shares
    Change vs previous 13F not available

    7.55% of the 13F portfolio, value $29,971,861.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).