Skip to content
Disclosery

Alpha Omega Wealth Management LLC: MPC position timeline

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

Alpha Omega Wealth Management LLC held 40,086 MPC 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 40,086 shares
    Change vs previous 13F -1,140 shares

    1.56% of the 13F portfolio, value $10,248,835.

    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 41,226 shares
    Change vs previous 13F -1,859 shares

    1.63% of the 13F portfolio, value $10,066,449.

    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 43,085 shares
    Change vs previous 13F -628 shares

    1.16% of the 13F portfolio, value $7,006,837.

    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 43,713 shares
    Change vs previous 13F -6,543 shares

    1.4% of the 13F portfolio, value $8,425,292.

    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 50,256 shares
    Change vs previous 13F -48 shares

    1.49% of the 13F portfolio, value $8,348,032.

    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 50,304 shares
    Change vs previous 13F -8,950 shares

    1.4% of the 13F portfolio, value $7,328,858.

    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 59,254 shares
    Change vs previous 13F +1,348 shares

    1.57% of the 13F portfolio, value $8,265,973.

    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 57,906 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $9,433,462.

    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).