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Disclosery

Alpha Omega Wealth Management LLC: SPG position timeline

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

Alpha Omega Wealth Management LLC held 37,982 SPG 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 37,982 shares
    Change vs previous 13F -1,852 shares

    1.29% of the 13F portfolio, value $8,494,744.

    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 39,834 shares
    Change vs previous 13F -65 shares

    1.2% of the 13F portfolio, value $7,430,200.

    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 39,899 shares
    Change vs previous 13F -158 shares

    1.23% of the 13F portfolio, value $7,385,761.

    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 40,057 shares
    Change vs previous 13F -1,778 shares

    1.25% of the 13F portfolio, value $7,517,487.

    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 41,835 shares
    Change vs previous 13F -544 shares

    1.2% of the 13F portfolio, value $6,725,315.

    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 42,379 shares
    Change vs previous 13F -1,435 shares

    1.35% of the 13F portfolio, value $7,038,324.

    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 43,814 shares
    Change vs previous 13F -586 shares

    1.43% of the 13F portfolio, value $7,545,138.

    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 44,400 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $7,504,524.

    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).