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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

O holding history

Realty Income Corp in every 13F filed by Transform Wealth, LLC, 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 Q1 2025 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2021
Holdings of O by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−2,965−100.0%Sold outHolders
Q1 20222,965$205.0K<0.1%−50−1.7%ReducedHolders
Q4 20213,015$216.0K<0.1%+3,015NewHolders