Alpha Omega Wealth Management LLC: CRM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Omega Wealth Management LLC on CRM, newest first. How the timeline and the estimate are built.
Alpha Omega Wealth Management LLC held 1,403 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,403 sharesChange vs previous 13F -175 shares
0.03% of the 13F portfolio, value $219,794.
13F-HR 0001665633-26-000003 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,578 sharesChange vs previous 13F +307 shares
0.05% of the 13F portfolio, value $294,565.
13F-HR 0001665633-26-000002 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,271 sharesChange vs previous 13F +201 shares
0.06% of the 13F portfolio, value $336,701.
13F-HR 0001665633-26-000001 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 1,070 sharesChange vs previous 13F -19 shares
0.04% of the 13F portfolio, value $253,590.
13F-HR/A 0001665633-25-000011 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,089 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $296,959.
13F-HR 0001665633-25-000004 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).