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Windle Wealth, LLC

SEC CIK
0001963452
Latest filing
Jul 30, 2026

O holding history

Realty Income Corp in every 13F filed by Windle Wealth, 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)
140,722
Value
$8.72M
% of portfolio
3.5%
Quarters held
15
Since Q4 2022
Holdings of O by Windle Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026140,722$8.72M3.5%+9,805+7.5%AddedHolders
Q1 2026130,917$8.01M3.4%+2,645+2.1%AddedHolders
Q4 2025128,272$7.23M3.2%+2,096+1.7%AddedHolders
Q3 2025126,176$7.67M3.4%−1,792−1.4%ReducedHolders
Q2 2025127,968$7.37M3.6%−2,501−1.9%ReducedHolders
Q1 2025130,469$7.57M3.9%+6,812+5.5%AddedHolders
Q4 2024123,657$6.60M3.7%+7,191+6.2%AddedHolders
Q3 2024116,466$7.39M4.0%+1,326+1.2%AddedHolders
Q2 2024115,140$6.08M3.7%+6,057+5.6%AddedHolders
Q1 2024109,083$5.90M3.8%+4,241+4.0%AddedHolders
Q4 2023104,842$6.02M4.2%+6,909+7.1%AddedHolders
Q3 202397,933$4.89M3.6%+11,683+13.5%AddedHolders
Q2 202386,250$5.16M3.7%+1,998+2.4%AddedHolders
Q1 202384,252$5.33M4.0%+2,235+2.7%AddedHolders
Q4 202282,017$5.20M4.1%–No prior filingHolders