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WealthShield Partners, LLC

SEC CIK
0001729303
Latest filing
Aug 12, 2026

O holding history

Realty Income Corp in every 13F filed by WealthShield Partners, 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 Q2 2026 holdings

Shares (Q2 2026)
30,908
Value
$1.92M
% of portfolio
0.3%
Quarters held
9
Since Q1 2021
Holdings of O by WealthShield Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,908$1.92M0.3%−1,410−4.4%ReducedHolders
Q1 202632,318$1.98M0.2%+5,194+19.1%AddedHolders
Q4 202527,124$1.53M0.2%−3,615−11.8%ReducedHolders
Q3 202530,739$1.87M0.2%−219−0.7%ReducedHolders
Q2 202530,958$1.78M0.2%+1,445+4.9%AddedHolders
Q1 202529,513$1.71M0.2%+4,906+19.9%AddedHolders
Q4 202424,607$1.31M0.2%+24,607NewHolders
Q3 20210$00.0%−956−100.0%Sold outHolders
Q2 2021956$64.0K<0.1%+84+9.6%AddedHolders
Q1 2021872$55.0K<0.1%––Holders

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