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Altria shares owned by Foundation Wealth Management

Quarter-by-quarter ownership of Altria (MO) shares owned by Foundation Wealth Management from 13F filings

Historical chart of Foundation Wealth Management investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 3.6k 66.06
2023-09-30 $404k 9.6k 42.05
2023-06-30 $436k 9.6k 45.30
2023-03-31 $428k 9.6k 44.62
2022-12-31 $439k 9.6k 45.71

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Ishares Tr Rus 2000 Grw Etf (IWO)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Foundation Wealth Management

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