Dynamic Advisor Solutions LLC

Position in MO — Altria Group, Inc.

CIK 1599747 PHOENIX, AZ

Position in MO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,525,079

+$365,598 QoQ

Shares Held

62,892

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#505

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

Dynamic Advisor Solutions LLC holds $8,647,002 across 3 Tobacco names. MO ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	62,892	$4,525,079
2	PM	Philip Morris International Inc.	19,390	$3,507,844
3	BTI	British American Tobacco p.l.c.	9,943	$614,079

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,525,079	62,892	-0.2%	Shares	Sole	2026-07-07
2026-03-31	$4,159,481	63,032	+19.4%	Shares	Sole	2026-04-08
2025-12-31	$3,044,102	52,794	-27.2%	Shares	Sole	2026-01-09
2025-09-30	$4,792,653	72,550	+1.5%	Shares	Sole	2025-10-09
2025-06-30	$4,189,582	71,458	+0.7%	Shares	Sole	2025-07-09
2025-03-31	$4,257,758	70,939	-0.9%	Shares	Sole	2025-04-17
2024-12-31	$3,743,702	71,595	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$3,644,460	71,404	-1.1%	Shares	Sole	2024-10-07
2024-06-30	$3,287,434	72,172	-4.5%	Shares	Sole	2024-07-15
2024-03-31	$3,296,625	75,576	+3.6%	Shares	Sole	2024-04-12
2023-12-31	$2,943,529	72,968	-1.5%	Shares	Sole	2024-01-10
2023-09-30	$3,113,760	74,049	+3.8%	Shares	Sole	2023-10-11
2023-06-30	$3,232,472	71,357	-2.0%	Shares	Sole	2023-08-03
2023-03-31	$3,247,622	72,784	-7.1%	Shares	Sole	2023-04-11
2022-12-31	$3,579,641	78,312	+2.5%	Shares	Sole	2023-01-13
2022-09-30	$3,085,395	76,409	+38.6%	Shares	Sole	2022-10-20
2022-06-30	$2,302,821	55,131	+11.8%	Shares	Sole	2022-07-27
2022-03-31	$2,576,970	49,320	-3.6%	Shares	Sole	2022-04-11
2021-12-31	$2,425,278	51,177	-7.1%	Shares	Sole	2022-01-26
2021-09-30	$2,508,789	55,114	+19.6%	Shares	Sole	2021-10-28
2021-06-30	$2,197,380	46,086	+9.9%	Shares	Sole	2021-08-10
2021-03-31	$2,145,189	41,931	+2.1%	Shares	Sole	2021-04-27
2020-12-31	$1,684,608	41,088	-40.9%	Shares	Sole	2021-02-03
2020-09-30	$2,686,059	69,515	-1.0%	Shares	Sole	2020-10-27
2020-06-30	$2,756,645	70,233	+4.0%	Shares	Sole	2020-08-05
2020-03-31	$2,611,539	67,534	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.