13F

Position

Clearstead Trust, LLC in Altria Group, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $7.76K$57.66$65.99

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.07K$61.6K0.0%
Q1 2026931$61.4K$65.99$7.76K−$7.96K0.0%