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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

O holding history

Realty Income Corp in every 13F filed by Focused Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2026)
10,119
Value
$627.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of O by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,119$627.0K0.1%+2,108+26.3%AddedHolders
Q1 20268,011$490.1K0.1%+24+0.3%AddedHolders
Q4 20257,987$450.2K<0.1%+26+0.3%AddedHolders
Q3 20257,961$483.9K0.1%+38+0.5%AddedHolders
Q2 20257,923$456.5K0.1%−43−0.5%ReducedHolders
Q1 20257,966$462.1K0.1%−121−1.5%ReducedHolders
Q4 20248,087$431.9K0.1%−214−2.6%ReducedHolders
Q3 20248,301$526.4K0.1%+61+0.7%AddedHolders
Q2 20248,240$435.2K0.1%+2,228+37.1%AddedHolders
Q1 20246,012$325.2K0.1%+392+7.0%AddedHolders
Q4 20235,620$322.7K0.1%−59−1.0%ReducedHolders
Q3 20235,679$283.6K0.1%+17+0.3%AddedHolders
Q2 20235,662$338.5K0.1%−76−1.3%ReducedHolders
Q1 20235,738$363.4K0.1%+22+0.4%AddedHolders
Q4 20225,716$362.6K0.1%−30−0.5%ReducedHolders
Q3 20225,746$334.0K0.1%+20+0.3%AddedHolders
Q2 20225,726$391.0K0.1%−537−8.6%ReducedHolders
Q1 20226,263$434.0K0.1%−1,839−22.7%ReducedHolders
Q4 20218,102$580.0K0.1%+282+3.6%AddedHolders
Q3 20217,820$507.0K0.1%+659+9.2%AddedHolders
Q2 20217,161$478.0K0.1%+142+2.0%AddedHolders
Q1 20217,019$446.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.