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Livermore
Livermore
ZHEN

Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Inlet Private 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)
112,316
Value
$8.08M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of MO by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026112,316$8.08M2.0%−5,845−4.9%ReducedHolders
Q1 2026118,161$7.80M2.0%−8,700−6.9%ReducedHolders
Q4 2025126,861$7.31M1.7%−5,984−4.5%ReducedHolders
Q3 2025132,845$8.78M2.0%+333+0.3%AddedHolders
Q2 2025132,512$7.77M1.9%−100−0.1%ReducedHolders
Q1 2025132,612$7.96M2.1%+2,713+2.1%AddedHolders
Q4 2024129,899$6.79M1.8%−2,934−2.2%ReducedHolders
Q3 2024132,833$6.78M1.7%−1,200−0.9%ReducedHolders
Q2 2024134,033$6.11M1.7%−166−0.1%ReducedHolders
Q1 2024134,199$5.85M1.6%−6,450−4.6%ReducedHolders
Q4 2023140,649$5.67M1.7%−4,045−2.8%ReducedHolders
Q3 2023144,694$6.08M2.0%−78,352−35.1%ReducedHolders
Q2 2023223,046$10.1M2.5%−8,150−3.5%ReducedHolders
Q1 2023231,196$10.3M2.7%+4,810+2.1%AddedHolders
Q4 2022226,386$10.3M2.7%+8,597+3.9%AddedHolders
Q3 2022217,789$8.79M2.6%+7,795+3.7%AddedHolders
Q2 2022209,994$8.77M2.5%+3,093+1.5%AddedHolders
Q1 2022206,901$10.8M2.7%+6,572+3.3%AddedHolders
Q4 2021200,329$9.49M2.3%+12,950+6.9%AddedHolders
Q3 2021187,379$8.53M2.3%+7,093+3.9%AddedHolders
Q2 2021180,286$8.60M2.3%−3,009−1.6%ReducedHolders
Q1 2021183,295$9.38M2.7%––Holders

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