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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

MO holding history

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

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
4,014
Value
$288.8K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of MO by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,014$288.8K0.1%−1,049−20.7%ReducedHolders
Q1 20265,063$334.1K0.1%+63+1.3%AddedHolders
Q4 20255,000$288.3K0.1%+5,000NewHolders