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Disclosery

Alpha Omega Wealth Management LLC: AVDV position timeline

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

Alpha Omega Wealth Management LLC held 50,334 AVDV 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 50,334 shares
    Change vs previous 13F +1,635 shares

    0.79% of the 13F portfolio, value $5,186,919.

    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 48,699 shares
    Change vs previous 13F +27,332 shares

    0.79% of the 13F portfolio, value $4,863,082.

    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 21,367 shares
    Change vs previous 13F +6,135 shares

    0.33% of the 13F portfolio, value $2,007,857.

    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 15,232 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,356,105.

    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).