SEC 13F Intelligence

Surience Private Wealth LLC / MO

Surience Private Wealth LLC’s Altria Group Inc Position

Does Surience Private Wealth LLC own Altria Group Inc (MO)? Not currently — the last reported position was 75.8K shares worth $3M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2022
Shares
75.8K
% of Portfolio
+4.60%
Quarters Held
1
position exited

Position History MO

Reported value by quarter
Q4 ’22: $3MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202275.8K$3M+4.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of MO.