Crescent Grove Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1713520 LAKE FOREST, IL

Position in MO

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

Position Value

$203,258

-$122,648 QoQ

Shares Held

2,825

-65.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,199

of 2,535 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Crescent Grove Advisors, LLC holds $1,132,411 across 2 Tobacco names. MO ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	5,136	$929,153
2	MO	Altria Group, Inc. This page	2,825	$203,258

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,258	2,825	-65.0%	Shares	Sole	2026-08-10
2023-12-31	$325,906	8,079	-29.8%	Shares	Sole	2024-01-30
2023-06-30	$521,403	11,510	-27.7%	Shares	Sole	2023-07-13
2023-03-31	$710,216	15,917	+1.8%	Shares	Sole	2023-05-03
2022-12-31	$714,721	15,636	+3.8%	Shares	Sole	2023-01-12
2022-09-30	$608,203	15,062	-43.6%	Shares	Sole	2022-11-08
2022-06-30	$1,116,261	26,724	+8.0%	Shares	Sole	2022-07-20
2022-03-31	$1,293,030	24,747	+10.8%	Shares	Sole	2022-05-04
2021-12-31	$1,058,313	22,332	+30.4%	Shares	Sole	2022-01-24
2021-09-30	$779,393	17,122	0.0%	Shares	Sole	2021-10-26
2021-06-30	$816,376	17,122	-1.8%	Shares	Sole	2021-07-26
2021-03-31	$892,076	17,437	+7.1%	Shares	Sole	2021-05-07
2020-12-31	$667,398	16,278	+36.3%	Shares	Sole	2021-02-01
2020-09-30	$461,593	11,946	+0.0%	Shares	Sole	2020-11-06
2020-06-30	$468,841	11,945	+0.0%	Shares	Sole	2020-08-03
2020-03-31	$461,874	11,944	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.