Current Market Value 281,143,050
Current Holdings 101
Most Recent File Date 2025-08-08
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Omega Financial Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 101 281,143
2025-05-01 2025-03-31 13F-HR 80 260,545
2025-01-15 2024-12-31 13F-HR 80 264,268
2024-10-07 2024-09-30 13F-HR 81 263,873
2024-07-12 2024-06-30 13F-HR 82 247,030
2024-04-18 2024-03-31 13F-HR 80 244,437
2024-01-10 2023-12-31 13F-HR 80 233,769
2023-10-11 2023-09-30 13F-HR 78 204,662
2023-07-12 2023-06-30 13F-HR 81 218,338
2023-04-07 2023-03-31 13F-HR 82 216,569
2023-02-10 2022-12-31 13F-HR 81 193,850,993
2022-10-14 2022-09-30 13F-HR 77 193,358
2022-07-13 2022-06-30 13F-HR 80 207,363
2022-04-25 2022-03-31 13F-HR 73 231,003
2022-01-24 2021-12-31 13F-HR 68 225,607
2021-10-13 2021-09-30 13F-HR 64 209,820
2021-08-16 2021-06-30 13F-HR 61 207,029
2021-04-19 2021-03-31 13F-HR 62 196,649
2021-02-04 2020-12-31 13F-HR 61 185,111
2020-10-14 2020-09-30 13F-HR 60 164,346
2020-07-09 2020-06-30 13F-HR 60 155,424
2020-04-29 2020-03-31 13F-HR 53 131,986
2020-01-13 2019-12-31 13F-HR 61 152,216
2019-10-22 2019-09-30 13F-HR 61 142,607
2019-08-02 2019-06-30 13F-HR 61 135,386
2019-05-10 2019-03-31 13F-HR 63 135,616
2019-02-14 2018-12-31 13F-HR 57 113,301