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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Regent Peak Wealth 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)
3,905
Value
$281.0K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of MO by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,905$281.0K0.1%+248+6.8%AddedHolders
Q1 20263,657$241.3K<0.1%+32+0.9%AddedHolders
Q4 20253,625$209.0K<0.1%−30−0.8%ReducedHolders
Q3 20253,655$241.4K<0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20253,455$207.4K<0.1%+3,455NewHolders
Q4 20240$00.0%−5,183−100.0%Sold outHolders
Q3 20245,183$264.5K0.1%+121+2.4%AddedHolders
Q2 20245,062$230.6K0.1%−456−8.3%ReducedHolders
Q1 20245,518$240.7K0.1%−680−11.0%ReducedHolders
Q4 20236,198$250.0K0.1%−442−6.7%ReducedHolders
Q3 20236,640$279.2K0.1%−35−0.5%ReducedHolders
Q2 20236,675$302.4K0.1%−94−1.4%ReducedHolders
Q1 20236,769$302.0K0.1%+158+2.4%AddedHolders
Q4 20226,611$308.4K0.1%−459−6.5%ReducedHolders
Q3 20227,070$285.0K0.1%+1,046+17.4%AddedHolders
Q2 20226,024$251.0K0.1%+57+1.0%AddedHolders
Q1 20225,967$312.0K0.1%+15+0.3%AddedHolders
Q4 20215,952$282.0K0.1%−1,194−16.7%ReducedHolders
Q3 20217,146$325.0K0.1%+52+0.7%AddedHolders
Q2 20217,094$341.0K0.1%+611+9.4%AddedHolders
Q1 20216,483$331.0K0.1%––Holders

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