SEC 13F Intelligence

Asset Planning,Inc / MO

Asset Planning,Inc’s Altria Group Inc Position

Does Asset Planning,Inc own Altria Group Inc (MO)? Yes — 49.1K shares worth $3M (+2.30% of its 13F portfolio) as of Q1 2026, down from 49.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
49.1K
% of Portfolio
+2.30%
Quarters Held
6
currently held

Position History MO

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.1K$3M+2.30%
Q4 202549.2K$3M+1.99%
Q3 202549.6K$3M+2.37%
Q2 202550.0K$3M+2.21%
Q1 202550.2K$3M+2.36%
Q4 202450.8K$3M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of MO.