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Foundation Wealth Management, LLC

SEC CIK
0001966351
Latest filing
Jul 30, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Foundation 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of MO by Foundation Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,595−100.0%Sold outHolders
Q3 20253,595$237.5K0.2%+3,595NewHolders
Q4 20230$00.0%−9,600−100.0%Sold outHolders
Q3 20239,600$403.7K0.4%−27−0.3%ReducedHolders
Q2 20239,627$436.1K0.4%+27+0.3%AddedHolders
Q1 20239,600$428.4K0.4%00.0%UnchangedHolders
Q4 20229,600$438.8K0.4%–No prior filingHolders