Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$314,756
+$3,962 QoQ
Shares Held
5,080
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#990
of 1,452 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $314,756 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,080 | $314,756 |
All Filings in O
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,756 | 5,080 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $310,794 | 5,080 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $286,359 | 5,080 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $491,183 | 8,080 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $465,488 | 8,080 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $468,720 | 8,080 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $431,552 | 8,080 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $385,593 | 6,080 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $479,605 | 9,080 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $278,019 | 5,139 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||