Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

MO holding history

Altria Group, Inc. in every 13F filed by Capital Planning Advisors, 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 Q1 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of MO by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−4,790−100.0%	Sold out	Holders
Q3 2024	4,790	$244.5K	<0.1%	+4,790	New	Holders
Q2 2022	0	$0	0.0%	−4,735−100.0%	Sold out	Holders
Q1 2022	4,735	$247.0K	0.1%	+4,735	New	Holders