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Disclosery

Alpha Omega Wealth Management LLC: VUSB position timeline

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

Alpha Omega Wealth Management LLC held 479,829 VUSB 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 479,829 shares
    Change vs previous 13F -11,742 shares

    3.64% of the 13F portfolio, value $23,885,888.

    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 491,571 shares
    Change vs previous 13F +11,047 shares

    3.97% of the 13F portfolio, value $24,472,863.

    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 480,524 shares
    Change vs previous 13F +33,076 shares

    3.97% of the 13F portfolio, value $23,949,316.

    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 447,448 shares
    Change vs previous 13F +161,584 shares

    3.72% of the 13F portfolio, value $22,370,164.

    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 285,864 shares
    Change vs previous 13F +279,533 shares

    2.55% of the 13F portfolio, value $14,254,609.

    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 6,331 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $315,632.

    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).