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Disclosery

Alpha Omega Wealth Management LLC: SCHB position timeline

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

Alpha Omega Wealth Management LLC held 178,179 SCHB 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 178,179 shares
    Change vs previous 13F -4,774 shares

    0.79% of the 13F portfolio, value $5,160,063.

    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 182,953 shares
    Change vs previous 13F -8,433 shares

    0.74% of the 13F portfolio, value $4,592,115.

    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 191,386 shares
    Change vs previous 13F -4,382 shares

    0.83% of the 13F portfolio, value $5,020,050.

    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 195,768 shares
    Change vs previous 13F -15,150 shares

    0.84% of the 13F portfolio, value $5,033,192.

    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 210,918 shares
    Change vs previous 13F -4,185 shares

    0.9% of the 13F portfolio, value $5,026,182.

    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 215,103 shares
    Change vs previous 13F -5,540 shares

    0.89% of the 13F portfolio, value $4,631,171.

    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 220,643 shares
    Change vs previous 13F +145,892 shares

    0.95% of the 13F portfolio, value $5,008,599.

    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 74,751 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $4,972,412.

    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).