Affinity Wealth Management LLC

SEC CIK: 0000810672
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

MO holding history

Altria Group, Inc. in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overview All 13F holders of MO Full Q2 2026 holdings

Shares (Q2 2026): 3,204
Value: $230.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of MO by Affinity Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,204	$230.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	3,204	$211.4K	<0.1%	+3,204	New	Holders
Q4 2025	0	$0	0.0%	−3,204−100.0%	Sold out	Holders
Q3 2025	3,204	$211.7K	<0.1%	+3,204	New	Holders