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Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Herold Advisors, Inc., 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)
9,717
Value
$701.0K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of MO by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,717$701.0K0.1%−62−0.6%ReducedHolders
Q1 20269,779$645.3K0.1%+94+1.0%AddedHolders
Q4 20259,685$558.5K0.1%−2,057−17.5%ReducedHolders
Q3 202511,742$775.8K0.2%−361−3.0%ReducedHolders
Q2 202512,103$709.6K0.1%+435+3.7%AddedHolders
Q1 202511,668$700.5K0.2%+159+1.4%AddedHolders
Q4 202411,509$602.0K0.1%+142+1.2%AddedHolders
Q3 202411,367$580.3K0.1%+171+1.5%AddedHolders
Q2 202411,196$510.1K0.1%+125+1.1%AddedHolders
Q1 202411,071$483.0K0.1%−292−2.6%ReducedHolders
Q4 202311,363$458.5K0.1%−2,135−15.8%ReducedHolders
Q3 202313,498$567.6K0.2%+5,241+63.5%AddedHolders
Q2 20238,257$374.0K0.1%−201−2.4%ReducedHolders
Q1 20238,458$377.4K0.1%+430+5.4%AddedHolders
Q4 20228,028$367.0K0.2%+1,273+18.8%AddedHolders
Q3 20226,755$272.0K0.1%00.0%UnchangedHolders
Q2 20226,755$282.0K0.1%00.0%UnchangedHolders
Q1 20226,755$353.0K0.1%+1,510+28.8%AddedHolders
Q4 20215,245$248.0K0.1%00.0%UnchangedHolders
Q3 20215,245$238.0K0.1%–No prior filingHolders