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Adams Wealth Management

SEC CIK
0001803084
Latest filing
Aug 10, 2026

O holding history

Realty Income Corp in every 13F filed by Adams Wealth Management, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of O by Adams Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−11,142−100.0%Sold outHolders
Q2 202311,142$666.2K0.2%+469+4.4%AddedHolders
Q1 202310,673$675.8K0.2%+1,562+17.1%AddedHolders
Q4 20229,111$577.9K0.2%+1,138+14.3%AddedHolders
Q3 20227,973$464.0K0.2%−717−8.3%ReducedHolders
Q2 20228,690$593.0K0.2%+13+0.1%AddedHolders
Q1 20228,677$601.0K0.2%−1,307−13.1%ReducedHolders
Q4 20219,984$715.0K0.2%−729−6.8%ReducedHolders
Q3 202110,713$695.0K0.3%−1,518−12.4%ReducedHolders
Q2 202112,231$816.0K0.3%−166−1.3%ReducedHolders
Q1 202112,397$787.0K0.4%––Holders

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