Alpha Omega Wealth Management LLC: SJM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Omega Wealth Management LLC on SJM, newest first. How the timeline and the estimate are built.
Alpha Omega Wealth Management LLC held 8,732 SJM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 8,732 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $982,350.
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 8,732 sharesChange vs previous 13F -185 shares
0.14% of the 13F portfolio, value $842,114.
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 8,917 sharesChange vs previous 13F -100 shares
0.14% of the 13F portfolio, value $872,172.
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 9,017 sharesChange vs previous 13F -952 shares
0.16% of the 13F portfolio, value $979,246.
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 9,969 sharesChange vs previous 13F -48 shares
0.18% of the 13F portfolio, value $978,956.
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 10,017 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $1,186,113.
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 10,017 sharesChange vs previous 13F -104 shares
0.21% of the 13F portfolio, value $1,103,072.
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 10,121 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,225,653.
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).