Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$548,222
+$88,394 QoQ
Shares Held
8,848
+17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#809
of 1,452 holders
Holding Since
Jun 2025
5 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, 2026MBM WEALTH CONSULTANTS, LLC holds $548,222 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
|
8,848 | $548,222 |
All Filings in O
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,222 | 8,848 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $459,828 | 7,516 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $388,163 | 6,886 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $379,998 | 6,251 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $346,408 | 6,013 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||