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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

O holding history

Realty Income Corp in every 13F filed by Evergreen Wealth Solutions, 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)
4,623
Value
$291.0K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of O by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,623$291.0K<0.1%+343+8.0%AddedHolders
Q1 20264,280$261.8K<0.1%+4,280NewHolders