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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Beverly Hills Private Wealth, 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)
10,786
Value
$776.1K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of MO by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,786$776.1K0.1%−16,228−60.1%ReducedHolders
Q1 202627,014$1.78M0.3%−2,504−8.5%ReducedHolders
Q4 202529,518$1.70M0.3%−205−0.7%ReducedHolders
Q3 202529,723$1.96M0.3%−1,403−4.5%ReducedHolders
Q2 202531,126$1.82M0.3%−1,335−4.1%ReducedHolders
Q1 202532,461$1.95M0.4%−427−1.3%ReducedHolders
Q4 202432,888$1.72M0.3%−961−2.8%ReducedHolders
Q3 202433,849$1.73M0.3%−7,019−17.2%ReducedHolders
Q2 202440,868$1.86M0.4%−1,370−3.2%ReducedHolders
Q1 202442,238$1.84M0.4%+1,252+3.1%AddedHolders
Q4 202340,986$1.65M0.4%−5,384−11.6%ReducedHolders
Q3 202346,370$1.95M0.6%−41,832−47.4%ReducedHolders
Q2 202388,202$3.88M0.6%+42,916+94.8%AddedHolders
Q1 202345,286$2.02M0.6%+819+1.8%AddedHolders
Q4 202244,467$2.03M0.9%–No prior filingHolders