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Disclosery

Alpha Omega Wealth Management LLC: VTRS position timeline

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

Alpha Omega Wealth Management LLC held 26,482 VTRS 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 26,482 shares
    Change vs previous 13F -12,771 shares

    0.06% of the 13F portfolio, value $420,534.

    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 39,253 shares
    Change vs previous 13F -67,388 shares

    0.09% of the 13F portfolio, value $530,308.

    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 106,641 shares
    Change vs previous 13F -22,107 shares

    0.22% of the 13F portfolio, value $1,327,680.

    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 128,748 shares
    Change vs previous 13F +18,580 shares

    0.21% of the 13F portfolio, value $1,274,605.

    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 110,168 shares
    Change vs previous 13F +36,112 shares

    0.18% of the 13F portfolio, value $983,800.

    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 74,056 shares
    Change vs previous 13F -12,324 shares

    0.12% of the 13F portfolio, value $645,028.

    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 86,380 shares
    Change vs previous 13F -3,971 shares

    0.2% of the 13F portfolio, value $1,075,433.

    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 90,351 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,048,975.

    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).