Alpha Omega Wealth Management LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Omega Wealth Management LLC on WMT, newest first. How the timeline and the estimate are built.
Alpha Omega Wealth Management LLC held 4,951 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 4,951 sharesChange vs previous 13F -1,834 shares
0.09% of the 13F portfolio, value $560,750.
13F-HR 0001665633-26-000003 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,785 sharesChange vs previous 13F -32 shares
0.14% of the 13F portfolio, value $843,240.
13F-HR 0001665633-26-000002 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,817 sharesChange vs previous 13F +25 shares
0.13% of the 13F portfolio, value $759,482.
13F-HR 0001665633-26-000001 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 6,792 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $699,984.
13F-HR/A 0001665633-25-000011 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,792 sharesChange vs previous 13F +420 shares
0.12% of the 13F portfolio, value $664,122.
13F-HR 0001665633-25-000004 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,372 sharesChange vs previous 13F +675 shares
0.11% of the 13F portfolio, value $559,398.
13F-HR 0001665633-25-000002 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,697 sharesChange vs previous 13F -62 shares
0.1% of the 13F portfolio, value $514,724.
13F-HR 0001665633-25-000001 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,759 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $465,039.
13F-HR 0001665633-24-000008 filed by Alpha Omega Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).