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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

MO holding history

Altria Group, Inc. in every 13F filed by CWS Financial Advisors, 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)
14,868
Value
$1.07M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of MO by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,868$1.07M0.2%+62+0.4%AddedHolders
Q1 202614,806$977.1K0.3%−292−1.9%ReducedHolders
Q4 202515,098$870.5K0.2%−319−2.1%ReducedHolders
Q3 202515,417$1.02M0.3%+78+0.5%AddedHolders
Q2 202515,339$899.3K0.3%+70+0.5%AddedHolders
Q1 202515,269$916.5K0.3%+99+0.7%AddedHolders
Q4 202415,170$793.2K0.3%+86+0.6%AddedHolders
Q3 202415,084$769.9K0.3%+87+0.6%AddedHolders
Q2 202414,997$683.1K0.3%+77+0.5%AddedHolders
Q1 202414,920$650.8K0.3%−2,013−11.9%ReducedHolders
Q4 202316,933$683.1K0.3%−74−0.4%ReducedHolders
Q3 202317,007$715.1K0.3%−237−1.4%ReducedHolders
Q2 202317,244$781.1K0.3%+211+1.2%AddedHolders
Q1 202317,033$760.0K0.3%−2,005−10.5%ReducedHolders
Q4 202219,038$974.0K0.4%+2,597+15.8%AddedHolders
Q3 202216,441$664.0K0.3%+849+5.4%AddedHolders
Q2 202215,592$651.0K0.3%−171−1.1%ReducedHolders
Q1 202215,763$824.0K0.3%−17−0.1%ReducedHolders
Q4 202115,780$748.0K0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202117,494$834.0K0.3%−1,544−8.1%ReducedHolders
Q1 202119,038$974.0K0.4%––Holders

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