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Disclosery

Alpha Omega Wealth Management LLC: PFE position timeline

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

Alpha Omega Wealth Management LLC held 218,573 PFE 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 218,573 shares
    Change vs previous 13F +5,935 shares

    0.8% of the 13F portfolio, value $5,263,235.

    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 212,638 shares
    Change vs previous 13F +8,529 shares

    0.97% of the 13F portfolio, value $5,970,868.

    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 204,109 shares
    Change vs previous 13F -2,155 shares

    0.84% of the 13F portfolio, value $5,082,316.

    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 206,264 shares
    Change vs previous 13F +16,527 shares

    0.87% of the 13F portfolio, value $5,255,603.

    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 189,737 shares
    Change vs previous 13F +10,167 shares

    0.82% of the 13F portfolio, value $4,599,215.

    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 179,570 shares
    Change vs previous 13F +42,083 shares

    0.87% of the 13F portfolio, value $4,550,298.

    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 137,487 shares
    Change vs previous 13F -38,797 shares

    0.69% of the 13F portfolio, value $3,647,543.

    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 176,284 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $5,101,668.

    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).