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Disclosery

Alpha Omega Wealth Management LLC: MSFT position timeline

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

Alpha Omega Wealth Management LLC held 51,133 MSFT 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 51,133 shares
    Change vs previous 13F -619 shares

    2.9% of the 13F portfolio, value $19,073,457.

    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 51,752 shares
    Change vs previous 13F -374 shares

    3.11% of the 13F portfolio, value $19,157,147.

    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 52,126 shares
    Change vs previous 13F -886 shares

    4.18% of the 13F portfolio, value $25,209,207.

    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 53,012 shares
    Change vs previous 13F -543 shares

    4.57% of the 13F portfolio, value $27,457,485.

    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 53,555 shares
    Change vs previous 13F -832 shares

    4.77% of the 13F portfolio, value $26,638,596.

    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 54,387 shares
    Change vs previous 13F +1,054 shares

    3.9% of the 13F portfolio, value $20,416,468.

    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 53,333 shares
    Change vs previous 13F -180 shares

    4.26% of the 13F portfolio, value $22,480,028.

    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 53,513 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $23,026,674.

    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).