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Alpha Omega Wealth Management LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Omega Wealth Management LLC on AAPL, newest first. How the timeline and the estimate are built.

Alpha Omega Wealth Management LLC held 63,805 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,805 shares
    Change vs previous 13F -2,518 shares

    2.81% of the 13F portfolio, value $18,462,633.

    13F-HR 0001665633-26-000003 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 66,323 shares
    Change vs previous 13F -2,711 shares

    2.73% of the 13F portfolio, value $16,832,101.

    13F-HR 0001665633-26-000002 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 69,034 shares
    Change vs previous 13F -3,469 shares

    3.11% of the 13F portfolio, value $18,767,537.

    13F-HR 0001665633-26-000001 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 72,503 shares
    Change vs previous 13F -1,404 shares

    3.07% of the 13F portfolio, value $18,461,333.

    13F-HR/A 0001665633-25-000011 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 73,907 shares
    Change vs previous 13F -1,037 shares

    2.72% of the 13F portfolio, value $15,163,560.

    13F-HR 0001665633-25-000004 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 74,944 shares
    Change vs previous 13F +148 shares

    3.18% of the 13F portfolio, value $16,647,306.

    13F-HR 0001665633-25-000002 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 74,796 shares
    Change vs previous 13F -1,394 shares

    3.55% of the 13F portfolio, value $18,730,390.

    13F-HR 0001665633-25-000001 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 76,190 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $17,752,158.

    13F-HR 0001665633-24-000008 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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