Syverson Strege & Co

Position in MO — Altria Group, Inc.

CIK 1682057 WEST DES MOINES, IA

Position in MO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$622,511

+$228,551 QoQ

Shares Held

8,652

+44.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,357

of 2,535 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Syverson Strege & Co holds $1,758,981 across 3 Tobacco names. MO ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	8,652	$622,511
2	PM	Philip Morris International Inc.	3,372	$610,028
3	BTI	British American Tobacco p.l.c.	8,524	$526,442

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$622,511	8,652	+44.9%	Shares	Sole	2026-08-06
2026-03-31	$393,960	5,970	+11.9%	Shares	Sole	2026-05-04
2025-12-31	$307,558	5,334	-10.9%	Shares	Sole	2026-02-09
2025-09-30	$395,567	5,988	-7.0%	Shares	Sole	2025-12-01
2025-06-30	$377,518	6,439	+6339.0%	Shares	Sole	2025-08-04
2023-03-31	$4,462	100	0.0%	Shares	Sole	2023-05-03
2022-12-31	$4,571	100	0.0%	Shares	Sole	2023-02-07
2022-09-30	$4,038	100	0.0%	Shares	Sole	2022-11-09
2022-06-30	$4,177	100	0.0%	Shares	Sole	2022-08-11
2022-03-31	$5,225	100	0.0%	Shares	Sole	2022-04-13
2021-12-31	$4,739	100	-40.8%	Shares	Other	2022-01-19
2021-03-31	$8,646	169	+2.4%	Shares	Sole	2021-05-07
2020-12-31	$6,765	165	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.