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Livermore
Livermore
ZHEN

C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

MO holding history

Altria Group, Inc. in every 13F filed by C2C 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)
4,104
Value
$295.3K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of MO by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,104$295.3K0.2%00.0%UnchangedHolders
Q1 20264,104$270.8K0.2%00.0%UnchangedHolders
Q4 20254,104$236.6K0.2%00.0%UnchangedHolders
Q3 20254,104$271.1K0.2%−100−2.4%ReducedHolders
Q2 20254,204$246.5K0.2%−5,048−54.6%ReducedHolders
Q1 20259,252$555.3K0.5%00.0%UnchangedHolders
Q4 20249,252$483.8K0.4%00.0%UnchangedHolders
Q3 20249,252$503.9K0.5%00.0%UnchangedHolders
Q2 20249,252$421.4K0.4%00.0%UnchangedHolders
Q1 20249,252$403.6K0.4%−400−4.1%ReducedHolders
Q4 20239,652$387.8K0.3%00.0%UnchangedHolders
Q3 20239,652$400.1K0.1%−2,000−17.2%ReducedHolders
Q2 202311,652$528.7K0.1%00.0%UnchangedHolders
Q1 202311,652$522.0K0.1%+1,800+18.3%AddedHolders
Q4 20229,852$442.0K0.1%−200−2.0%ReducedHolders
Q3 202210,052$427.0K0.1%00.0%UnchangedHolders
Q2 202210,052$432.0K0.1%00.0%UnchangedHolders
Q1 202210,052$556.0K0.1%00.0%UnchangedHolders
Q4 202110,052$476.0K0.1%–No prior filingHolders