Skip to content

Alpha Omega Wealth Management LLC: MKL position timeline

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

Alpha Omega Wealth Management LLC held 3,502 MKL 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 3,502 shares
    Change vs previous 13F +57 shares

    1.04% of the 13F portfolio, value $6,839,441.

    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 3,445 shares
    Change vs previous 13F +101 shares

    1.07% of the 13F portfolio, value $6,593,971.

    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 3,344 shares
    Change vs previous 13F -31 shares

    1.19% of the 13F portfolio, value $7,188,430.

    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 3,375 shares
    Change vs previous 13F +17 shares

    1.07% of the 13F portfolio, value $6,450,840.

    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 3,358 shares
    Change vs previous 13F -219 shares

    1.2% of the 13F portfolio, value $6,707,135.

    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 3,577 shares
    Change vs previous 13F +220 shares

    1.28% of the 13F portfolio, value $6,687,595.

    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 3,357 shares
    Change vs previous 13F +17 shares

    1.1% of the 13F portfolio, value $5,794,954.

    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 3,340 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $5,239,057.

    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).