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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

O holding history

Realty Income Corp in every 13F filed by Discipline 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)
7,449
Value
$461.5K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of O by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,449$461.5K<0.1%00.0%UnchangedHolders
Q1 20267,449$455.7K<0.1%00.0%UnchangedHolders
Q4 20257,449$419.9K0.1%−269−3.5%ReducedHolders
Q3 20257,718$469.2K0.1%+7,718NewHolders