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Disclosery

Alpha Omega Wealth Management LLC: KD position timeline

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

Alpha Omega Wealth Management LLC held 133,345 KD 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 133,345 shares
    Change vs previous 13F +19,542 shares

    0.23% of the 13F portfolio, value $1,508,132.

    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 113,803 shares
    Change vs previous 13F +65,963 shares

    0.24% of the 13F portfolio, value $1,493,095.

    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 47,840 shares
    Change vs previous 13F +4,589 shares

    0.21% of the 13F portfolio, value $1,270,630.

    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 43,251 shares
    Change vs previous 13F +9,780 shares

    0.22% of the 13F portfolio, value $1,298,828.

    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 33,471 shares
    Change vs previous 13F -728 shares

    0.25% of the 13F portfolio, value $1,404,443.

    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 34,199 shares
    Change vs previous 13F -41,979 shares

    0.21% of the 13F portfolio, value $1,073,849.

    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 76,178 shares
    Change vs previous 13F -7,158 shares

    0.5% of the 13F portfolio, value $2,635,759.

    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 83,336 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,915,061.

    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).