Skip to content

Alpha Omega Wealth Management LLC: BWA position timeline

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

Alpha Omega Wealth Management LLC held 7,552 BWA 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 7,552 shares
    Change vs previous 13F -8,999 shares

    0.08% of the 13F portfolio, value $501,453.

    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 16,551 shares
    Change vs previous 13F -10,263 shares

    0.15% of the 13F portfolio, value $898,057.

    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 26,814 shares
    Change vs previous 13F -2,537 shares

    0.2% of the 13F portfolio, value $1,208,239.

    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 29,351 shares
    Change vs previous 13F -2,172 shares

    0.21% of the 13F portfolio, value $1,290,270.

    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 31,523 shares
    Change vs previous 13F +6,333 shares

    0.19% of the 13F portfolio, value $1,055,390.

    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 25,190 shares
    Change vs previous 13F +9,427 shares

    0.14% of the 13F portfolio, value $721,694.

    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 15,763 shares
    Change vs previous 13F -836 shares

    0.09% of the 13F portfolio, value $501,106.

    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 16,599 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $602,378.

    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).