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Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Keebeck Wealth Management, 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)
5,982
Value
$437.0K
% of portfolio
<0.1%
Quarters held
3
Since Q1 2021
Holdings of MO by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,982$437.0K<0.1%+1,916+47.1%AddedHolders
Q1 20264,066$268.3K<0.1%+4,066NewHolders
Q2 20210$00.0%−22,547−100.0%Sold outHolders
Q1 202122,547$1.17M0.2%––Holders

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