Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$461,540
+$5,811 QoQ
Shares Held
7,449
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#856
of 1,452 holders
Holding Since
Sep 2025
4 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, 2026Discipline Wealth Solutions, LLC holds $461,540 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
|
7,449 | $461,540 |
All Filings in O
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,540 | 7,449 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $455,729 | 7,449 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $419,900 | 7,449 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $469,177 | 7,718 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||