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Disclosery

Alpha Omega Wealth Management LLC: JCI position timeline

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

Alpha Omega Wealth Management LLC held 29,212 JCI 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 29,212 shares
    Change vs previous 13F -4,010 shares

    0.65% of the 13F portfolio, value $4,268,129.

    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 33,222 shares
    Change vs previous 13F -9,670 shares

    0.71% of the 13F portfolio, value $4,350,421.

    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 42,892 shares
    Change vs previous 13F -4,948 shares

    0.85% of the 13F portfolio, value $5,136,317.

    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 47,840 shares
    Change vs previous 13F -6,074 shares

    0.88% of the 13F portfolio, value $5,260,008.

    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 53,914 shares
    Change vs previous 13F -3,466 shares

    1.02% of the 13F portfolio, value $5,694,397.

    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 57,380 shares
    Change vs previous 13F -1,740 shares

    0.88% of the 13F portfolio, value $4,596,712.

    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 59,120 shares
    Change vs previous 13F -911 shares

    0.88% of the 13F portfolio, value $4,666,342.

    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 60,031 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,659,006.

    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).