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Livermore
Livermore
ZHEN

Prosperity Wealth Management, Inc.

SEC CIK
0001991463
Latest filing
Mar 27, 2026

O holding history

Realty Income Corp in every 13F filed by Prosperity Wealth Management, 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 Q4 2025 holdings

Shares (Q4 2025)
3,975
Value
$224.1K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of O by Prosperity Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20253,975$224.1K0.1%00.0%UnchangedHolders
Q3 20253,975$241.6K0.1%00.0%UnchangedHolders
Q2 20253,975$229.0K0.1%00.0%UnchangedHolders
Q1 20253,975$230.6K0.1%00.0%UnchangedHolders
Q4 20243,975$212.3K0.1%−44−1.1%ReducedHolders
Q3 20244,019$254.9K0.1%00.0%UnchangedHolders
Q2 20244,019$212.3K0.1%00.0%UnchangedHolders
Q1 20244,019$217.4K0.1%00.0%UnchangedHolders
Q4 20234,019$230.8K0.2%00.0%UnchangedHolders
Q3 20234,019$200.7K0.1%00.0%UnchangedHolders
Q2 20234,019$240.3K0.2%+44+1.1%AddedHolders
Q1 20233,975$251.7K0.2%00.0%UnchangedHolders
Q4 20223,975$252.1K0.3%–No prior filingHolders