Capital Squared Financial LLC

SEC CIK: 0002128691
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

MO holding history

Altria Group, Inc. in every 13F filed by Capital Squared Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overview All 13F holders of MO Full Q2 2026 holdings

Shares (Q2 2026): 5,820
Value: $418.8K
% of portfolio: 0.3%
Quarters held: 4; Since Q3 2025

Holdings of MO by Capital Squared Financial LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,820	$418.8K	0.3%	00.0%	Unchanged	Holders
Q1 2026	5,820	$384.1K	0.3%	−470−7.5%	Reduced	Holders
Q4 2025	6,290	$362.7K	0.3%	+555+9.7%	Added	Holders
Q3 2025	5,735	$378.9K	0.3%	+5,735	New	Holders