Alpha Omega Wealth Management LLC: FHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Omega Wealth Management LLC on FHI, newest first. How the timeline and the estimate are built.
Alpha Omega Wealth Management LLC held 90,469 FHI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 90,469 sharesChange vs previous 13F -1,921 shares
0.76% of the 13F portfolio, value $4,995,706.
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 92,390 sharesChange vs previous 13F -572 shares
0.85% of the 13F portfolio, value $5,239,428.
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 92,962 sharesChange vs previous 13F -2,132 shares
0.8% of the 13F portfolio, value $4,840,545.
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 95,094 sharesChange vs previous 13F -14,760 shares
0.82% of the 13F portfolio, value $4,938,253.
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 109,854 sharesChange vs previous 13F -876 shares
0.87% of the 13F portfolio, value $4,868,716.
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).
- period ended2025-03-3113F 110,730 sharesChange vs previous 13F -5,968 shares
0.86% of the 13F portfolio, value $4,514,471.
13F-HR 0001665633-25-000002 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 ended2024-12-3113F 116,698 sharesChange vs previous 13F -269 shares
0.91% of the 13F portfolio, value $4,797,436.
13F-HR 0001665633-25-000001 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 ended2024-09-3013F 116,967 sharesChange vs previous 13F not available
0.79% of the 13F portfolio, value $4,300,868.
13F-HR 0001665633-24-000008 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).