Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,549
+$20 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,417
of 1,449 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $12,133 across 3 REIT - Retail names. O ranks #3 (12.8% of the industry book) .
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549 | 25 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,529 | 25 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,409 | 25 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,519 | 25 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,440 | 25 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,450 | 25 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,335 | 25 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,775 | 28 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $158 | 3 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $162 | 3 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $631 | 11 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||