Skip to content
Disclosery

Alpha Omega Wealth Management LLC: FNDA position timeline

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

Alpha Omega Wealth Management LLC held 69,670 FNDA 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 69,670 shares
    Change vs previous 13F +190 shares

    0.4% of the 13F portfolio, value $2,651,640.

    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 69,480 shares
    Change vs previous 13F +3,065 shares

    0.37% of the 13F portfolio, value $2,253,236.

    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 66,415 shares
    Change vs previous 13F +1,709 shares

    0.35% of the 13F portfolio, value $2,092,737.

    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 64,706 shares
    Change vs previous 13F +4,675 shares

    0.34% of the 13F portfolio, value $2,016,239.

    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 60,031 shares
    Change vs previous 13F +1,221 shares

    0.31% of the 13F portfolio, value $1,719,888.

    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 58,810 shares
    Change vs previous 13F +2,907 shares

    0.31% of the 13F portfolio, value $1,610,806.

    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 55,903 shares
    Change vs previous 13F +29,517 shares

    0.31% of the 13F portfolio, value $1,660,319.

    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 26,386 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,571,814.

    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).