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Omega Financial Group, LLC → ISMCF
Omega Financial Group, LLC ISMCF Position History
ISMCF
Quarters held
10
Latest value
$12.7M
Q3 2026
Peak value
$13.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4M |
| Q3 2025 | $11.3M |
| Q4 2025 | $4.1M |
| Q4 2025 | $11.7M |
| Q1 2026 | $3.9M |
| Q1 2026 | $12.1M |
| Q2 2026 | $4.7M |
| Q2 2026 | $13.7M |
| Q3 2026 | $4.8M |
| Q3 2026 | $12.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.7M | 92.4K | — | — |
| Q3 2026 | $4.8M | 25.0K | — | — |
| Q2 2026 | $13.7M | 92.9K | — | — |
| Q2 2026 | $4.7M | 25.0K | — | — |
| Q1 2026 | $12.1M | 91.2K | — | — |
| Q1 2026 | $3.9M | 25.0K | — | — |
| Q4 2025 | $11.7M | 89.0K | — | — |
| Q4 2025 | $4.1M | 24.6K | — | — |
| Q3 2025 | $11.3M | 87.4K | — | — |
| Q3 2025 | $4M | 24.5K | — | — |