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Livermore
Livermore
ZHEN

Baron Silver Stevens Financial Advisors, LLC

SEC CIK
0001851395
Latest filing
Jul 31, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Baron Silver Stevens 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)
8,289
Value
$596.4K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of MO by Baron Silver Stevens Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,289$596.4K0.1%+1,000+13.7%AddedHolders
Q1 20267,289$481.0K0.1%00.0%UnchangedHolders
Q4 20257,289$420.3K0.1%−158−2.1%ReducedHolders
Q3 20257,447$492.0K0.1%−477−6.0%ReducedHolders
Q2 20257,924$464.6K0.1%+1,162+17.2%AddedHolders
Q1 20256,762$405.9K0.1%+175+2.7%AddedHolders
Q4 20246,587$344.4K0.1%00.0%UnchangedHolders
Q3 20246,587$336.2K0.1%−429−6.1%ReducedHolders
Q2 20247,016$319.6K0.1%+46+0.7%AddedHolders
Q1 20246,970$304.0K0.1%−362−4.9%ReducedHolders
Q4 20237,332$295.8K0.1%+262+3.7%AddedHolders
Q3 20237,070$297.3K0.1%+638+9.9%AddedHolders
Q2 20236,432$291.4K0.1%00.0%UnchangedHolders
Q1 20236,432$287.0K0.1%+96+1.5%AddedHolders
Q4 20226,336$289.6K0.1%+6,336NewHolders
Q3 20220$00.0%−6,187−100.0%Sold outHolders
Q2 20226,187$258.0K0.1%+734+13.5%AddedHolders
Q1 20225,453$284.0K0.1%00.0%UnchangedHolders
Q4 20215,453$258.0K0.1%−89−1.6%ReducedHolders
Q3 20215,542$252.0K0.1%−853−13.3%ReducedHolders
Q2 20216,395$304.0K0.1%+965+17.8%AddedHolders
Q1 20215,430$277.0K0.2%––Holders

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