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Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Carson Advisory 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)
5,962
Value
$429.0K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of MO by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,962$429.0K0.2%+3+0.1%AddedHolders
Q1 20265,959$393.2K0.2%−246−4.0%ReducedHolders
Q4 20256,205$357.8K0.2%+30.0%AddedHolders
Q3 20256,202$409.7K0.2%−197−3.1%ReducedHolders
Q2 20256,399$375.2K0.2%−89−1.4%ReducedHolders
Q1 20256,488$389.4K0.3%+30.0%AddedHolders
Q4 20246,485$339.1K0.2%+220+3.5%AddedHolders
Q3 20246,265$319.8K0.2%−11−0.2%ReducedHolders
Q2 20246,276$285.8K0.2%−67−1.1%ReducedHolders
Q1 20246,343$276.7K0.2%+254+4.2%AddedHolders
Q4 20236,089$245.6K0.2%−1,049−14.7%ReducedHolders
Q3 20237,138$300.1K0.3%+1,811+34.0%AddedHolders
Q2 20235,327$241.3K0.2%+36+0.7%AddedHolders
Q1 20235,291$236.1K0.2%+204+4.0%AddedHolders
Q4 20225,087$232.5K0.2%+3+0.1%AddedHolders
Q3 20225,084$205.0K0.2%−38−0.7%ReducedHolders
Q2 20225,122$214.0K0.2%+3+0.1%AddedHolders
Q1 20225,119$267.0K0.3%+105+2.1%AddedHolders
Q4 20215,014$238.0K0.2%–No prior filingHolders