Bernardo Wealth Planning LLC

SEC CIK: 0001765595
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MO holding history

Altria Group, Inc. in every 13F filed by Bernardo Wealth Planning 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 Q2 2026 holdings

Shares (Q2 2026): 3,379
Value: $243.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of MO by Bernardo Wealth Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,379	$243.1K	<0.1%	+149+4.6%	Added	Holders
Q1 2026	3,230	$213.1K	<0.1%	+3,230	New	Holders
Q4 2025	0	$0	0.0%	−3,130−100.0%	Sold out	Holders
Q3 2025	3,130	$206.8K	<0.1%	+3,130	New	Holders