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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Bogart Wealth, 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)
34,468
Value
$2.48M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,468$2.48M0.1%+1,219+3.7%AddedHolders
Q1 202633,249$2.19M0.1%+232+0.7%AddedHolders
Q4 202533,017$1.90M0.1%−44−0.1%ReducedHolders
Q3 202533,061$2.18M0.1%+21+0.1%AddedHolders
Q2 202533,040$1.94M0.1%−144−0.4%ReducedHolders
Q1 202533,184$1.99M0.1%+574+1.8%AddedHolders
Q4 202432,610$1.71M0.1%+119+0.4%AddedHolders
Q3 202432,491$1.66M0.1%−14,696−31.1%ReducedHolders
Q2 202447,187$2.15M0.1%−5,208−9.9%ReducedHolders
Q1 202452,395$2.29M0.1%−3,532−6.3%ReducedHolders
Q4 202355,927$2.26M0.1%+250.0%AddedHolders
Q3 202355,902$2.35M0.1%+370+0.7%AddedHolders
Q2 202355,532$2.52M0.2%+52,808+1,938.6%AddedHolders
Q1 20232,724$121.5K<0.1%+154+6.0%AddedHolders
Q4 20222,570$117.5K<0.1%00.0%UnchangedHolders
Q3 20222,570$104.0K<0.1%−1,120−30.4%ReducedHolders
Q2 20223,690$154.0K<0.1%+492+15.4%AddedHolders
Q1 20223,198$167.0K<0.1%−381−10.6%ReducedHolders
Q4 20213,579$170.0K<0.1%−104,794−96.7%ReducedHolders
Q3 2021108,373$4.93M0.5%+9,038+9.1%AddedHolders
Q2 202199,335$4.74M0.5%+15,552+18.6%AddedHolders
Q1 202183,783$4.29M0.6%––Holders

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