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Livermore
Livermore
ZHEN

Wealth Alliance

SEC CIK
0001793904
Latest filing
Aug 11, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Wealth Alliance, 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)
25,971
Value
$1.87M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MO by Wealth Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,971$1.87M0.2%+3,082+13.5%AddedHolders
Q1 202622,889$1.51M0.1%+4,260+22.9%AddedHolders
Q4 202518,629$1.07M0.1%+3,852+26.1%AddedHolders
Q3 202514,777$976.1K0.1%+2,505+20.4%AddedHolders
Q2 202512,272$719.5K0.1%+2,820+29.8%AddedHolders
Q1 20259,452$567.3K0.1%+174+1.9%AddedHolders
Q4 20249,278$485.1K0.1%+10+0.1%AddedHolders
Q3 20249,268$473.0K0.1%+203+2.2%AddedHolders
Q2 20249,065$412.9K0.1%+460+5.3%AddedHolders
Q1 20248,605$375.4K<0.1%−79−0.9%ReducedHolders
Q4 20238,684$350.3K<0.1%−424−4.7%ReducedHolders
Q3 20239,108$383.0K0.1%+125+1.4%AddedHolders
Q2 20238,983$406.9K0.1%+1,127+14.3%AddedHolders
Q1 20237,856$350.5K0.1%−1,124−12.5%ReducedHolders
Q4 20228,980$410.5K0.1%−1,736−16.2%ReducedHolders
Q3 202210,716$432.0K0.1%+1,343+14.3%AddedHolders
Q2 20229,373$392.0K0.1%+4,940+111.4%AddedHolders
Q1 20224,433$232.0K<0.1%−228−4.9%ReducedHolders
Q4 20214,661$221.0K<0.1%+151+3.3%AddedHolders
Q3 20214,510$205.0K<0.1%−526−10.4%ReducedHolders
Q2 20215,036$240.0K0.1%−1,181−19.0%ReducedHolders
Q1 20216,217$318.0K0.1%––Holders

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