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Disclosery

Alpha Omega Wealth Management LLC: SHEL position timeline

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

Alpha Omega Wealth Management LLC held 4,646 SHEL 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 4,646 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $360,251.

    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 4,746 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $441,378.

    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 4,746 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $348,736.

    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 4,746 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $339,481.

    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 5,046 shares
    Change vs previous 13F -84 shares

    0.06% of the 13F portfolio, value $355,289.

    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 5,130 shares
    Change vs previous 13F -350 shares

    0.07% of the 13F portfolio, value $375,926.

    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 5,480 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $343,322.

    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 5,680 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $374,596.

    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).