Rialto Wealth Management, LLC

SEC CIK: 0002054966
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

DOC holding history

Healthpeak Properties, Inc. in every 13F filed by Rialto Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOC overview All 13F holders of DOC Full Q2 2026 holdings

Shares (Q2 2026): 77
Value: $1.65K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of DOC by Rialto Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	77	$1.65K	<0.1%	+77	New	Holders
Q3 2025	0	$0	0.0%	−59−100.0%	Sold out	Holders
Q2 2025	59	$1.03K	<0.1%	−36−37.9%	Reduced	Holders
Q1 2025	95	$1.92K	<0.1%	+95	New	Holders