Altria shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Altria (MO) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Altria
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Quarterly reported holdings in Altria by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $567k | 9.8k | 57.66 |
| 2025-09-30 | $663k | 10k | 66.06 |
| 2025-06-30 | $589k | 10k | 58.63 |
| 2025-03-31 | $604k | 10k | 60.02 |
| 2024-12-31 | $520k | 10k | 52.29 |
| 2024-09-30 | $506k | 9.9k | 51.04 |
| 2024-06-30 | $477k | 11k | 45.55 |
| 2024-03-31 | $453k | 10k | 43.62 |
| 2023-12-31 | $418k | 10k | 40.34 |
| 2023-09-30 | $380k | 9.0k | 42.05 |
| 2023-06-30 | $382k | 8.4k | 45.30 |
| 2023-03-31 | $265k | 5.9k | 44.62 |
| 2022-12-31 | $295k | 6.4k | 45.71 |
| 2022-09-30 | $288k | 7.1k | 40.32 |
| 2022-06-30 | $379k | 9.1k | 41.82 |
| 2022-03-31 | $405k | 7.7k | 52.31 |
| 2021-09-30 | $400k | 8.8k | 45.47 |