Skip to main content

M3 Wealth Management, LLC

SEC CIK
0002109365
Latest filing
Aug 6, 2026

O holding history

Realty Income Corp in every 13F filed by M3 Wealth Management, 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)
43,009
Value
$2.66M
% of portfolio
1.7%
Quarters held
3
Since Q4 2025
Holdings of O by M3 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,009$2.66M1.7%+265+0.6%AddedHolders
Q1 202642,744$2.62M2.0%+680+1.6%AddedHolders
Q4 202542,064$2.37M1.9%–No prior filingHolders