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Alpha Omega Wealth Management LLC: FNDX position timeline

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

Alpha Omega Wealth Management LLC held 74,556 FNDX 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 74,556 shares
    Change vs previous 13F +6,143 shares

    0.35% of the 13F portfolio, value $2,318,692.

    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 68,413 shares
    Change vs previous 13F +1,391 shares

    0.31% of the 13F portfolio, value $1,905,302.

    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 67,022 shares
    Change vs previous 13F +21,771 shares

    0.3% of the 13F portfolio, value $1,823,669.

    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 45,251 shares
    Change vs previous 13F -1,608 shares

    0.2% of the 13F portfolio, value $1,190,101.

    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 46,859 shares
    Change vs previous 13F +3,568 shares

    0.21% of the 13F portfolio, value $1,149,920.

    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 43,291 shares
    Change vs previous 13F +4,154 shares

    0.2% of the 13F portfolio, value $1,022,101.

    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 39,137 shares
    Change vs previous 13F +27,141 shares

    0.18% of the 13F portfolio, value $926,764.

    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 11,996 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $860,833.

    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).