JFS WEALTH ADVISORS, LLC

Position in MO — Altria Group, Inc.

CIK 1568068 HERMITAGE, PA

Position in MO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$203,042

-$13,537 QoQ

Shares Held

2,822

-14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,201

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $1,039,219 across 4 Tobacco names. MO ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	4,455	$805,954
2	MO	Altria Group, Inc. This page	2,822	$203,042
3	BTI	British American Tobacco p.l.c.	486	$30,015
4	UVV	Universal Corp /Va/	4	$208

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,042	2,822	-14.0%	Shares	Sole	2026-07-10
2026-03-31	$216,579	3,282	-9.5%	Shares	Sole	2026-04-21
2025-12-31	$209,132	3,627	+5.2%	Shares	Sole	2026-01-14
2025-09-30	$227,774	3,448	+4.8%	Shares	Sole	2025-11-10
2025-06-30	$192,892	3,290	+6.9%	Shares	Sole	2025-07-24
2025-03-31	$184,741	3,078	+8.6%	Shares	Sole	2025-04-22
2024-12-31	$148,242	2,835	-3.9%	Shares	Sole	2025-01-31
2024-09-30	$150,516	2,949	+0.8%	Shares	Sole	2024-10-25
2024-06-30	$133,324	2,927	+1.3%	Shares	Sole	2024-07-15
2024-03-31	$126,018	2,889	-3.7%	Shares	Sole	2024-04-30
2023-12-31	$121,020	3,000	+1.6%	Shares	Sole	2024-02-07
2023-09-30	$124,215	2,954	-6.9%	Shares	Sole	2023-11-02
2023-06-30	$143,691	3,172	-0.3%	Shares	Sole	2023-08-07
2023-03-31	$141,936	3,181	+3.1%	Shares	Sole	2023-04-19
2022-12-31	$141,015	3,085	-10.5%	Shares	Sole	2023-02-13
2022-09-30	$139,230	3,448	-6.9%	Shares	Sole	2022-10-21
2022-06-30	$154,757	3,705	+2.0%	Shares	Sole	2022-08-02
2022-03-31	$189,824	3,633	+19.9%	Shares	Sole	2022-05-02
2021-12-31	$143,544	3,029	+15.0%	Shares	Sole	2022-02-03
2021-09-30	$119,899	2,634	+96.6%	Shares	Sole	2021-11-09
2021-06-30	$63,891	1,340	0.0%	Shares	Sole	2021-08-04
2021-03-31	$68,554	1,340	0.0%	Shares	Sole	2021-04-28
2020-12-31	$54,940	1,340	0.0%	Shares	Sole	2021-02-01
2020-09-30	$51,777	1,340	0.0%	Shares	Sole	2020-10-28
2020-06-30	$52,595	1,340	-48.3%	Shares	Sole	2020-08-05
2020-03-31	$100,155	2,590	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.