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Oak Hill Wealth Advisors, LLC

SEC CIK
0001964849
Latest filing
Oct 30, 2025

O holding history

Realty Income Corp in every 13F filed by Oak Hill Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
11,185
Value
$679.9K
% of portfolio
0.1%
Quarters held
10
Since Q4 2022
Holdings of O by Oak Hill Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202511,185$679.9K0.1%+635+6.0%AddedHolders
Q2 202510,550$606.5K0.1%+293+2.9%AddedHolders
Q1 202510,257$595.0K0.1%−373−3.5%ReducedHolders
Q4 202410,630$567.8K0.1%+10,630NewHolders
Q3 20240$00.0%−14,183−100.0%Sold outHolders
Q2 202414,183$749.2K0.2%+14,183NewHolders
Q1 20240$00.0%−13,957−100.0%Sold outHolders
Q4 202313,957$801.4K0.3%−405−2.8%ReducedHolders
Q3 202314,362$717.2K0.3%+764+5.6%AddedHolders
Q2 202313,598$813.0K0.3%+334+2.5%AddedHolders
Q1 202313,264$839.9K0.3%−119−0.9%ReducedHolders
Q4 202213,383$848.9K0.4%–No prior filingHolders