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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

O holding history

Realty Income Corp in every 13F filed by Visionary Wealth Advisors, 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)
7,913
Value
$490.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of O by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,913$490.3K<0.1%−309−3.8%ReducedHolders
Q1 20268,222$503.0K<0.1%+1,316+19.1%AddedHolders
Q4 20256,906$389.3K<0.1%+512+8.0%AddedHolders
Q3 20256,394$388.7K<0.1%+860+15.5%AddedHolders
Q2 20255,534$318.8K<0.1%+465+9.2%AddedHolders
Q1 20255,069$294.1K<0.1%−7−0.1%ReducedHolders
Q4 20245,076$271.1K<0.1%−50−1.0%ReducedHolders
Q3 20245,126$325.1K<0.1%+63+1.2%AddedHolders
Q2 20245,063$267.4K<0.1%−879−14.8%ReducedHolders
Q1 20245,942$321.5K<0.1%−113−1.9%ReducedHolders
Q4 20236,055$347.7K<0.1%+878+17.0%AddedHolders
Q3 20235,177$258.5K<0.1%−198−3.7%ReducedHolders
Q2 20235,375$321.4K<0.1%−701−11.5%ReducedHolders
Q1 20236,076$384.7K<0.1%+501+9.0%AddedHolders
Q4 20225,575$354.0K<0.1%−302−5.1%ReducedHolders
Q3 20225,877$342.0K<0.1%−173−2.9%ReducedHolders
Q2 20226,050$413.0K<0.1%+317+5.5%AddedHolders
Q1 20225,733$397.0K<0.1%+431+8.1%AddedHolders
Q4 20215,302$380.0K<0.1%−595−10.1%ReducedHolders
Q3 20215,897$382.0K<0.1%+387+7.0%AddedHolders
Q2 20215,510$368.0K<0.1%+315+6.1%AddedHolders
Q1 20215,195$330.0K<0.1%––Holders

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