Skip to content
Disclosery

Alpha Omega Wealth Management LLC: SCHF position timeline

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

Alpha Omega Wealth Management LLC held 243,114 SCHF 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 243,114 shares
    Change vs previous 13F -1,074 shares

    1.02% of the 13F portfolio, value $6,734,261.

    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 244,188 shares
    Change vs previous 13F +2,798 shares

    0.98% of the 13F portfolio, value $6,043,646.

    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 241,390 shares
    Change vs previous 13F +418 shares

    0.96% of the 13F portfolio, value $5,803,009.

    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 240,972 shares
    Change vs previous 13F +9,759 shares

    0.93% of the 13F portfolio, value $5,609,817.

    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 231,213 shares
    Change vs previous 13F +4,229 shares

    0.92% of the 13F portfolio, value $5,109,797.

    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 226,984 shares
    Change vs previous 13F +3,556 shares

    0.86% of the 13F portfolio, value $4,489,734.

    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 223,428 shares
    Change vs previous 13F +110,986 shares

    0.78% of the 13F portfolio, value $4,133,409.

    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 112,442 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,623,629.

    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).