Omega Financial Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Santa Barbara, CA
CIK
0001767982
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 78 204,662 13F-HR 10/10/2023 000108514623003671 Omega Financial Group, LLC
Q2 2023 81 218,338 13F-HR 7/11/2023 000108514623002654 Omega Financial Group, LLC
Q1 2023 82 216,569 13F-HR 4/7/2023 000108514623001548 Omega Financial Group, LLC
Q4 2022 81 193,850 13F-HR 2/9/2023 000108514623000942 Omega Financial Group, LLC
Q3 2022 77 193,358 13F-HR 10/14/2022 000108514622003419 Omega Financial Group, LLC
Q2 2022 80 207,363 13F-HR 7/13/2022 000108514622002382 Omega Financial Group, LLC
Q1 2022 73 231,003 13F-HR 4/25/2022 000108514622001520 Omega Financial Group, LLC
Q4 2021 68 225,607 13F-HR 1/24/2022 000108514622000282 Omega Financial Group, LLC
Q3 2021 64 209,820 13F-HR 10/12/2021 000108514621002761 Omega Financial Group, LLC
Q2 2021 61 207,029 13F-HR 8/16/2021 000108514621002575 Omega Financial Group, LLC
Q1 2021 62 196,649 13F-HR 4/19/2021 000108514621001223 Omega Financial Group, LLC
Q4 2020 61 185,111 13F-HR 2/4/2021 000108514621000452 Omega Financial Group, LLC
Q3 2020 60 164,346 13F-HR 10/14/2020 000108514620002517 Omega Financial Group, LLC
Q2 2020 60 155,424 13F-HR 7/9/2020 000108514620001713 Omega Financial Group, LLC
Q1 2020 53 131,986 13F-HR 4/29/2020 000108514620001247 Omega Financial Group, LLC
Q4 2019 61 152,216 13F-HR 1/13/2020 000108514620000116 Omega Financial Group, LLC
Q3 2019 61 142,607 13F-HR 10/22/2019 000108514619002611 Omega Financial Group, LLC
Q2 2019 61 135,386 13F-HR 8/2/2019 000108514619002055 Omega Financial Group, LLC
Q1 2019 63 135,616 13F-HR 5/10/2019 000108514619001423 Omega Financial Group, LLC
Q4 2018 57 113,301 13F-HR 2/14/2019 000108514619000883 Omega Financial Group, LLC