Retirement Wealth Solutions LLC
PensionPosition in O — Realty Income Corp
CIK 2044741
MARSHFIELD, WI
Position in O
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,283
+$1,815 QoQ
Shares Held
53
+120.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,396
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $10,015 across 5 REIT - Retail names. O ranks #2 (32.8% of the industry book) .
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,283 | 53 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,468 | 24 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $732 | 13 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $790 | 13 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $18 | 0 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $18 | 0 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $16 | 0 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||