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Disclosery

Alpha Omega Wealth Management LLC: BNY position timeline

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

Alpha Omega Wealth Management LLC held 21,490 BNY 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 21,490 shares
    Change vs previous 13F -11,272 shares

    0.47% of the 13F portfolio, value $3,107,661.

    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 32,762 shares
    Change vs previous 13F -682 shares

    0.63% of the 13F portfolio, value $3,886,599.

    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 33,444 shares
    Change vs previous 13F -4,805 shares

    0.64% of the 13F portfolio, value $3,882,463.

    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 38,249 shares
    Change vs previous 13F -6,453 shares

    0.69% of the 13F portfolio, value $4,167,615.

    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 44,702 shares
    Change vs previous 13F -1,505 shares

    0.73% of the 13F portfolio, value $4,072,843.

    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 46,207 shares
    Change vs previous 13F -8,548 shares

    0.74% of the 13F portfolio, value $3,875,403.

    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 54,755 shares
    Change vs previous 13F -953 shares

    0.8% of the 13F portfolio, value $4,206,862.

    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 55,708 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,003,201.

    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).