Baugh & Associates, LLC

SEC CIK: 0001730818
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

O holding history

Realty Income Corp in every 13F filed by Baugh & Associates, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

O overview All 13F holders of O Full Q2 2026 holdings

Shares (Q2 2026): 64,513
Value: $4.00M
% of portfolio: 1.8%
Quarters held: 22; Since Q1 2021

Holdings of O by Baugh & Associates, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	64,513	$4.00M	1.8%	−5,418−7.7%	Reduced	Holders
Q1 2026	69,931	$4.28M	1.8%	−480−0.7%	Reduced	Holders
Q4 2025	70,411	$3.67M	1.8%	−1,202−1.7%	Reduced	Holders
Q3 2025	71,613	$4.03M	2.0%	−1,665−2.3%	Reduced	Holders
Q2 2025	73,278	$3.93M	2.0%	−4,505−5.8%	Reduced	Holders
Q1 2025	77,783	$4.32M	2.2%	−882−1.1%	Reduced	Holders
Q4 2024	78,665	$4.05M	2.1%	−240.0%	Reduced	Holders
Q3 2024	78,689	$4.81M	2.5%	+1,179+1.5%	Added	Holders
Q2 2024	77,510	$4.30M	2.2%	−4,078−5.0%	Reduced	Holders
Q1 2024	81,588	$4.41M	2.3%	−976−1.2%	Reduced	Holders
Q4 2023	82,564	$4.74M	2.7%	−1,295−1.5%	Reduced	Holders
Q3 2023	83,859	$4.19M	2.6%	+25,653+44.1%	Added	Holders
Q2 2023	58,206	$3.48M	2.1%	+935+1.6%	Added	Holders
Q1 2023	57,271	$3.69M	2.4%	−1,293−2.2%	Reduced	Holders
Q4 2022	58,564	$3.71M	2.4%	−52−0.1%	Reduced	Holders
Q3 2022	58,616	$3.41M	2.4%	−40−0.1%	Reduced	Holders
Q2 2022	58,656	$4.00M	2.7%	−550−0.9%	Reduced	Holders
Q1 2022	59,206	$4.10M	2.4%	−265−0.4%	Reduced	Holders
Q4 2021	59,471	$4.26M	2.4%	−30−0.1%	Reduced	Holders
Q3 2021	59,501	$3.86M	2.4%	−115−0.2%	Reduced	Holders
Q2 2021	59,616	$3.98M	2.5%	−605−1.0%	Reduced	Holders
Q1 2021	60,221	$3.82M	2.5%	–	–	Holders

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