Alpha Omega Wealth Management LLC: PFF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Omega Wealth Management LLC on PFF, newest first. How the timeline and the estimate are built.
Alpha Omega Wealth Management LLC held 22,925 PFF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 22,925 sharesChange vs previous 13F +250 shares
0.11% of the 13F portfolio, value $698,997.
13F-HR 0001665633-26-000003 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,675 sharesChange vs previous 13F +122 shares
0.11% of the 13F portfolio, value $687,501.
13F-HR 0001665633-26-000002 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,553 sharesChange vs previous 13F +338 shares
0.12% of the 13F portfolio, value $698,235.
13F-HR 0001665633-26-000001 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 22,215 sharesChange vs previous 13F +282 shares
0.12% of the 13F portfolio, value $702,439.
13F-HR/A 0001665633-25-000011 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,933 sharesChange vs previous 13F -107 shares
0.12% of the 13F portfolio, value $672,891.
13F-HR 0001665633-25-000004 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,040 sharesChange vs previous 13F +191 shares
0.13% of the 13F portfolio, value $677,275.
13F-HR 0001665633-25-000002 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,849 sharesChange vs previous 13F +363 shares
0.13% of the 13F portfolio, value $686,941.
13F-HR 0001665633-25-000001 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,486 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $713,996.
13F-HR 0001665633-24-000008 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).