Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MO holding history

Altria Group, Inc. in every 13F filed by Heritage Wealth Advisors, 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): 75,482
Value: $5.43M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of MO by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	75,482	$5.43M	0.2%	−6,213−7.6%	Reduced	Holders
Q1 2026	81,695	$5.39M	0.2%	−5,961−6.8%	Reduced	Holders
Q4 2025	87,656	$5.05M	0.2%	−224−0.3%	Reduced	Holders
Q3 2025	87,880	$5.81M	0.3%	−525−0.6%	Reduced	Holders
Q2 2025	88,405	$5.18M	0.2%	−1,001−1.1%	Reduced	Holders
Q1 2025	89,406	$5.37M	0.3%	−150−0.2%	Reduced	Holders
Q4 2024	89,556	$4.68M	0.2%	−1,356−1.5%	Reduced	Holders
Q3 2024	90,912	$4.64M	0.2%	+208+0.2%	Added	Holders
Q2 2024	90,704	$4.13M	0.2%	−1,742−1.9%	Reduced	Holders
Q1 2024	92,446	$4.03M	0.2%	+137+0.1%	Added	Holders
Q4 2023	92,309	$3.72M	0.2%	+2,628+2.9%	Added	Holders
Q3 2023	89,681	$3.77M	0.2%	+2,573+3.0%	Added	Holders
Q2 2023	87,108	$3.95M	0.2%	+22,728+35.3%	Added	Holders
Q1 2023	64,380	$2.87M	0.2%	−1,678−2.5%	Reduced	Holders
Q4 2022	66,058	$3.02M	0.2%	00.0%	Unchanged	Holders
Q3 2022	66,058	$2.67M	0.2%	+1,193+1.8%	Added	Holders
Q2 2022	64,865	$2.71M	0.2%	00.0%	Unchanged	Holders
Q1 2022	64,865	$3.39M	0.2%	−2,315−3.4%	Reduced	Holders
Q4 2021	67,180	$3.18M	0.2%	−26,300−28.1%	Reduced	Holders
Q3 2021	93,480	$4.26M	0.3%	−157−0.2%	Reduced	Holders
Q2 2021	93,637	$4.46M	0.3%	−6,927−6.9%	Reduced	Holders
Q1 2021	100,564	$5.14M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.