Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$991
-$1,453 QoQ
Shares Held
16
-61.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,432
of 1,452 holders
Holding Since
Sep 2022
2 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, 2026Morton Brown Family Wealth, LLC holds $991 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
|
16 | $991 |
All Filings in O
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $991 | 16 | Shares | Sole | 2026-07-21 | |
| 2022-09-30 | $2,444 | 42 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||