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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Selective Wealth Management, 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of MO by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−4,033−100.0%Sold outHolders
Q3 20224,033$163.0K0.1%00.0%UnchangedHolders
Q2 20224,033$168.0K0.1%−811−16.7%ReducedHolders
Q1 20224,844$253.0K0.1%00.0%UnchangedHolders
Q4 20214,844$230.0K0.1%−200−4.0%ReducedHolders
Q3 20215,044$230.0K0.1%−4,270−45.8%ReducedHolders
Q2 20219,314$444.0K0.4%+1,150+14.1%AddedHolders
Q1 20218,164$418.0K0.4%––Holders

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