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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

O holding history

Realty Income Corp in every 13F filed by Retirement 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)
53
Value
$3.28K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of O by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653$3.28K<0.1%+29+120.8%AddedHolders
Q1 202624$1.47K<0.1%+11+84.6%AddedHolders
Q4 202513$733<0.1%00.0%UnchangedHolders
Q3 202513$809<0.1%+13AddedHolders
Q2 20250$18<0.1%0UnchangedHolders
Q1 20250$18<0.1%0UnchangedHolders
Q4 20240$16<0.1%–No prior filingHolders