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Disclosery

Alpha Omega Wealth Management LLC: WPC position timeline

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

Alpha Omega Wealth Management LLC held 51,334 WPC 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 51,334 shares
    Change vs previous 13F -46 shares

    0.56% of the 13F portfolio, value $3,670,352.

    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 51,380 shares
    Change vs previous 13F -40 shares

    0.57% of the 13F portfolio, value $3,491,757.

    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 51,420 shares
    Change vs previous 13F -418 shares

    0.55% of the 13F portfolio, value $3,309,365.

    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 51,838 shares
    Change vs previous 13F -925 shares

    0.58% of the 13F portfolio, value $3,502,666.

    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 52,763 shares
    Change vs previous 13F -70 shares

    0.59% of the 13F portfolio, value $3,291,331.

    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 52,833 shares
    Change vs previous 13F -119 shares

    0.64% of the 13F portfolio, value $3,334,265.

    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 52,952 shares
    Change vs previous 13F +37,435 shares

    0.55% of the 13F portfolio, value $2,884,803.

    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 15,517 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $966,684.

    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).