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Livermore
Livermore
ZHEN

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

O holding history

Realty Income Corp in every 13F filed by Vance Wealth, 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)
5,626
Value
$350.1K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of O by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,626$350.1K0.1%00.0%UnchangedHolders
Q1 20265,626$345.7K0.1%00.0%UnchangedHolders
Q4 20255,626$318.7K0.1%00.0%UnchangedHolders
Q3 20255,626$342.0K0.1%00.0%UnchangedHolders
Q2 20255,626$324.1K0.1%00.0%UnchangedHolders
Q1 20255,626$326.4K0.1%00.0%UnchangedHolders
Q4 20245,626$300.5K0.1%00.0%UnchangedHolders
Q3 20245,626$356.8K0.1%−20.0%ReducedHolders
Q2 20245,628$297.3K0.1%+20.0%AddedHolders
Q1 20245,626$304.4K0.1%00.0%UnchangedHolders
Q4 20235,626$323.0K0.1%00.0%UnchangedHolders
Q3 20235,626$281.0K0.1%+35+0.6%AddedHolders
Q2 20235,591$334.3K0.2%+51+0.9%AddedHolders
Q1 20235,540$352.2K0.2%+46+0.8%AddedHolders
Q4 20225,494$348.5K0.2%+48+0.9%AddedHolders
Q3 20225,446$317.0K0.2%+42+0.8%AddedHolders
Q2 20225,404$369.0K0.3%+43+0.8%AddedHolders
Q1 20225,361$371.0K0.5%+42+0.8%AddedHolders
Q4 20215,319$381.0K0.4%–No prior filingHolders