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Disclosery

Alpha Omega Wealth Management LLC: SW position timeline

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

Alpha Omega Wealth Management LLC held 59,544 SW 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 59,544 shares
    Change vs previous 13F +17,716 shares

    0.42% of the 13F portfolio, value $2,754,505.

    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 41,828 shares
    Change vs previous 13F -7,236 shares

    0.27% of the 13F portfolio, value $1,666,845.

    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 49,064 shares
    Change vs previous 13F -36,945 shares

    0.31% of the 13F portfolio, value $1,897,304.

    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 86,009 shares
    Change vs previous 13F -829 shares

    0.61% of the 13F portfolio, value $3,661,402.

    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 86,838 shares
    Change vs previous 13F -4,468 shares

    0.67% of the 13F portfolio, value $3,747,059.

    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 91,306 shares
    Change vs previous 13F -6,199 shares

    0.79% of the 13F portfolio, value $4,114,248.

    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 97,505 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $5,251,618.

    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).