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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

MO holding history

Altria Group, Inc. in every 13F filed by West 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of MO by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−3−100.0%Sold outHolders
Q3 20233$127<0.1%00.0%UnchangedHolders
Q2 20233$136<0.1%+3NewHolders
Q3 20210$00.0%−233−100.0%Sold outHolders
Q2 2021233$11.0K<0.1%−33−12.4%ReducedHolders
Q1 2021266$14.0K<0.1%––Holders

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