Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$269,340
-$214,838 QoQ
Shares Held
4,347
-45.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,032
of 1,449 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $269,340 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
|
4,347 | $269,340 |
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,340 | 4,347 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $484,178 | 7,914 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $517,645 | 9,183 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $488,569 | 8,037 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $407,302 | 7,070 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $405,663 | 6,993 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $368,849 | 6,906 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $546,363 | 8,615 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $224,590 | 4,252 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $228,680 | 4,227 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $11,168 | 156 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||