Omega Flex, Inc.
US ˙ NasdaqGM ˙ US6820951043

SecurityOFLX / Omega Flex, Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership192,275 shares
Latest Disclosed Value $ 5,968,216
Principle Wealth Partners Llc ownership in OFLX / Omega Flex, Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 192,275 shares of Omega Flex, Inc. (US:OFLX) valued at $5,968,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 192,275 shares of Omega Flex, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $5,797,091 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F OMEGA FLEX COM 682095104 192,275 0 0.00 5,968 5.44 0.3411
2026-02-06 2025-12-31 13F OMEGA FLEX COM 682095104 192,275 0 0.00 5,661 -5.60 0.3185
2025-11-03 2025-09-30 13F OMEGA FLEX COM 682095104 192,275 0 0.00 5,996 -3.68 0.3481
2025-07-30 2025-06-30 13F OMEGA FLEX COM 682095104 192,275 0 0.00 6,226 -6.91 0.3888
2025-05-06 2025-03-31 13F OMEGA FLEX COM 682095104 192,275 0 0.00 6,687 -17.13 0.4780
2025-01-29 2024-12-31 13F OMEGA FLEX COM 682095104 192,275 0 0.00 8,070 -15.93 0.5664
2024-11-13 2024-09-30 13F OMEGA FLEX COM 682095104 192,275 0 0.00 9,598 -2.65 0.6798
2024-08-13 2024-06-30 13F OMEGA FLEX COM 682095104 192,275 0 0.00 9,860 -27.71 0.7504
2024-04-23 2024-03-31 13F/A-1 OMEGA FLEX COM 682095104 192,275 0 0.00 13,638 0.60 1.0651
2024-04-23 2024-03-31 13F OMEGA FLEX COM 682095104 192,275 0 13,638 1.0651
2024-02-05 2023-12-31 13F OMEGA FLEX COM 682095104 192,275 0 0.00 13,557 -10.44 1.1671
2023-11-01 2023-09-30 13F OMEGA FLEX COM 682095104 192,275 0 0.00 15,138 -24.14 1.5212
2023-07-31 2023-06-30 13F OMEGA FLEX COM 682095104 192,275 0 0.00 19,954 -6.87 2.0052
2023-05-10 2023-03-31 13F OMEGA FLEX COM 682095104 192,275 0 0.00 21,427 19.42 2.2907
2023-02-02 2022-12-31 13F OMEGA FLEX INC COM Stock 682095104 192,275 0 0.00 17,943 0.75 2.0334
2022-11-14 2022-09-30 13F OMEGA FLEX INC COM Stock 682095104 192,275 -77,822 -28.81 17,809 -38.73 1.6796
2022-08-02 2022-06-30 13F OMEGA FLEX INC COM Stock 682095104 270,097 0 0.00 29,068 -17.13 3.4981
2022-05-12 2022-03-31 13F OMEGA FLEX INC COM Stock 682095104 270,097 0 0.00 35,077 2.30 3.6885
2022-02-11 2021-12-31 13F OMEGA FLEX INC COM Stock 682095104 270,097 -36,048 -11.77 34,289 -21.51 3.6001
2021-11-16 2021-09-30 13F OMEGA FLEX INC COM Stock 682095104 306,145 0 0.00 43,684 -2.74 5.0438
2021-08-13 2021-06-30 13F OMEGA FLEX INC COM Stock 682095104 306,145 0 0.00 44,915 -7.07 5.1000
2021-05-18 2021-03-31 13F OMEGA FLEX INC COM Stock 682095104 306,145 -100,000 -24.62 48,334 -18.49 5.6519
2021-02-16 2020-12-31 13F OMEGA FLEX INC COM Stock 682095104 406,145 0 0.00 59,297 -6.84 7.8130
2020-11-16 2020-09-30 13F OMEGA FLEX INC COM Stock 682095104 406,145 0 0.00 63,651 48.13 17.7362
2020-08-14 2020-06-30 13F OMEGA FLEX INC COM Stock 682095104 406,145 0 0.00 42,970 25.35 12.6172
2020-05-13 2020-03-31 13F OMEGA FLEX INC COM Stock 682095104 406,145 0 0.00 34,279 -21.33 12.8631
2020-02-04 2019-12-31 13F OMEGA FLEX INC COM Stock 682095104 406,145 0 0.00 43,575 4.93 13.9157
2019-11-05 2019-09-30 13F OMEGA FLEX INC COM Stock 682095104 406,145 0 0.00 41,528 33.12 14.3564
2019-11-05 2019-06-30 13F OMEGA FLEX INC COM Stock 682095104 406,145 0 0.00 31,196 1.33 16.0491
2019-10-30 2019-03-31 13F OMEGA FLEX INC COM Stock 682095104 406,145 0 0.00 30,786 17.6070
2019-10-10 2018-12-31 13F OMEGA FLEX INC COM USD0.01 Com 682095104 406,145 406,145 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.