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Livermore
Livermore
ZHEN

Prosperity Planning, Inc.

SEC CIK
0001843292
Latest filing
Jul 10, 2026

O holding history

Realty Income Corp in every 13F filed by Prosperity Planning, Inc., 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)
28,772
Value
$1.78M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of O by Prosperity Planning, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,772$1.78M0.4%+4,506+18.6%AddedHolders
Q1 202624,266$1.48M0.4%00.0%UnchangedHolders
Q4 202524,266$1.37M0.4%00.0%UnchangedHolders
Q3 202524,266$1.48M0.4%00.0%UnchangedHolders
Q2 202524,266$1.40M0.4%+4,000+19.7%AddedHolders
Q1 202520,266$1.18M0.4%00.0%UnchangedHolders
Q4 202420,266$1.08M0.3%00.0%UnchangedHolders
Q3 202420,266$1.29M0.4%00.0%UnchangedHolders
Q2 202420,266$1.07M0.4%+4,000+24.6%AddedHolders
Q1 202416,266$880.0K0.3%00.0%UnchangedHolders
Q4 202316,266$934.0K0.3%+267+1.7%AddedHolders
Q3 202315,999$799.0K0.3%00.0%UnchangedHolders
Q2 202315,999$956.6K0.4%+4,000+33.3%AddedHolders
Q1 202311,999$759.8K0.3%+11,999NewHolders
Q4 20220$00.0%−11,999−100.0%Sold outHolders
Q3 202211,999$698.0K0.4%+4,000+50.0%AddedHolders
Q2 20227,999$819.0K0.4%00.0%UnchangedHolders
Q1 20227,999$554.0K0.3%00.0%UnchangedHolders
Q4 20217,999$573.0K0.3%00.0%UnchangedHolders
Q3 20217,999$519.0K0.3%+1,334+20.0%AddedHolders
Q2 20216,665$445.0K0.3%+2,666+66.7%AddedHolders
Q1 20213,999$254.0K0.2%––Holders

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