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Enzi Wealth

SEC CIK
0001887441
Latest filing
Jul 15, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Enzi Wealth, 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)
10,976
Value
$770.1K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of MO by Enzi Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,976$770.1K0.2%−73−0.7%ReducedHolders
Q1 202611,049$729.1K0.3%+11+0.1%AddedHolders
Q4 202511,038$678.5K0.2%+29+0.3%AddedHolders
Q3 202511,009$707.4K0.2%+146+1.3%AddedHolders
Q2 202510,863$627.9K0.2%−9−0.1%ReducedHolders
Q1 202510,872$638.3K0.3%+1,378+14.5%AddedHolders
Q4 20249,494$482.4K0.2%+284+3.1%AddedHolders
Q3 20249,210$459.2K0.2%+169+1.9%AddedHolders
Q2 20249,041$416.8K0.2%00.0%UnchangedHolders
Q1 20249,041$370.2K0.2%−356−3.8%ReducedHolders
Q4 20239,397$378.0K0.2%+9,397NewHolders