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Disclosery

Alpha Omega Wealth Management LLC: FNDE position timeline

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

Alpha Omega Wealth Management LLC held 132,933 FNDE 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 132,933 shares
    Change vs previous 13F +250 shares

    0.8% of the 13F portfolio, value $5,274,781.

    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 132,683 shares
    Change vs previous 13F +3,475 shares

    0.82% of the 13F portfolio, value $5,076,452.

    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 129,208 shares
    Change vs previous 13F +741 shares

    0.77% of the 13F portfolio, value $4,659,240.

    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 128,467 shares
    Change vs previous 13F +6,731 shares

    0.77% of the 13F portfolio, value $4,645,367.

    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 121,736 shares
    Change vs previous 13F +3,024 shares

    0.72% of the 13F portfolio, value $4,018,505.

    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 118,712 shares
    Change vs previous 13F +4,187 shares

    0.7% of the 13F portfolio, value $3,656,330.

    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 114,525 shares
    Change vs previous 13F +7,052 shares

    0.63% of the 13F portfolio, value $3,326,951.

    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 107,473 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,468,154.

    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).