Position
Simplicity Wealth,LLC in Altria Group, Inc.
Back to the book · All holders of MO
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 $338.3K$57.66 → $65.99
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 42.1K | $2.43M | — | — | — | 0.1% |
| Q1 2026 | 40.6K | $2.68M | $65.99 | $338.3K | −$85.7K | 0.2% |