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Livermore
Livermore
ZHEN

Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Plancorp, LLC, 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)
3,988
Value
$286.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,988$286.6K<0.1%+190+5.0%AddedHolders
Q1 20263,798$255.9K<0.1%−133−3.4%ReducedHolders
Q4 20253,931$226.7K<0.1%−5,012−56.0%ReducedHolders
Q3 20258,943$590.7K<0.1%−21−0.2%ReducedHolders
Q2 20258,964$525.5K<0.1%+200+2.3%AddedHolders
Q1 20258,764$526.0K<0.1%+1,107+14.5%AddedHolders
Q4 20247,657$400.4K<0.1%+701+10.1%AddedHolders
Q3 20246,956$355.0K<0.1%+117+1.7%AddedHolders
Q2 20246,839$311.5K<0.1%−687−9.1%ReducedHolders
Q1 20247,526$328.3K<0.1%−585−7.2%ReducedHolders
Q4 20238,111$327.2K<0.1%−46−0.6%ReducedHolders
Q3 20238,157$343.0K<0.1%−403−4.7%ReducedHolders
Q2 20238,560$387.8K<0.1%−46−0.5%ReducedHolders
Q1 20238,606$384.0K<0.1%+1,013+13.3%AddedHolders
Q4 20227,593$347.1K<0.1%+152+2.0%AddedHolders
Q3 20227,441$300.0K<0.1%+67+0.9%AddedHolders
Q2 20227,374$308.0K<0.1%+308+4.4%AddedHolders
Q1 20227,066$369.0K<0.1%−483−6.4%ReducedHolders
Q4 20217,549$358.0K<0.1%+138+1.9%AddedHolders
Q3 20217,411$337.0K<0.1%+93+1.3%AddedHolders
Q2 20217,318$349.0K<0.1%−300−3.9%ReducedHolders
Q1 20217,618$390.0K0.1%––Holders

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