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Disclosery

Alpha Omega Wealth Management LLC: TFC position timeline

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

Alpha Omega Wealth Management LLC held 151,216 TFC 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 151,216 shares
    Change vs previous 13F -1,277 shares

    1.15% of the 13F portfolio, value $7,533,578.

    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 152,493 shares
    Change vs previous 13F -1,141 shares

    1.14% of the 13F portfolio, value $7,010,109.

    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 153,634 shares
    Change vs previous 13F -1,980 shares

    1.25% of the 13F portfolio, value $7,560,326.

    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 155,614 shares
    Change vs previous 13F -5,614 shares

    1.18% of the 13F portfolio, value $7,114,682.

    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 161,228 shares
    Change vs previous 13F +196 shares

    1.24% of the 13F portfolio, value $6,931,202.

    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 161,032 shares
    Change vs previous 13F -9,320 shares

    1.27% of the 13F portfolio, value $6,626,448.

    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 170,352 shares
    Change vs previous 13F -1,055 shares

    1.4% of the 13F portfolio, value $7,389,877.

    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 171,407 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $7,331,098.

    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).