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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Arete Wealth Advisors, 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)
23,479
Value
$1.69M
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of MO by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,479$1.69M0.1%+1,077+4.8%AddedHolders
Q1 202622,402$1.48M0.1%+577+2.6%AddedHolders
Q4 202521,825$1.26M0.1%−1,034−4.5%ReducedHolders
Q3 202522,859$1.51M0.1%+1,051+4.8%AddedHolders
Q2 202521,808$1.28M0.1%+385+1.8%AddedHolders
Q1 202521,423$1.29M0.1%+602+2.9%AddedHolders
Q4 202420,821$1.09M0.1%+1,948+10.3%AddedHolders
Q3 202418,873$963.0K0.1%+18,873NewHolders
Q1 20240$00.0%−21,071−100.0%Sold outHolders
Q4 202321,071$850.2K0.1%+21,071NewHolders
Q3 20230$00.0%−26,738−100.0%Sold outHolders
Q2 202326,738$1.21M0.1%+5,924+28.5%AddedHolders
Q1 202320,814$929.0K0.1%+1,312+6.7%AddedHolders
Q4 202219,502$891.4K0.1%+1,697+9.5%AddedHolders
Q3 202217,805$719.0K0.1%+4,888+37.8%AddedHolders
Q2 202212,917$540.0K0.1%−590−4.4%ReducedHolders
Q1 202213,507$706.0K0.1%−1,000−6.9%ReducedHolders
Q4 202114,507$698.0K0.1%+552+4.0%AddedHolders
Q3 202113,955$636.0K0.1%−1,091−7.3%ReducedHolders
Q2 202115,046$670.0K0.1%+1,344+9.8%AddedHolders
Q1 202113,702$701.0K0.1%––Holders

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