ELEVATION POINT WEALTH PARTNERS, LLC

Position in MO — Altria Group, Inc.

CIK 1744349 DENVER, CO

Position in MO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,360,712

+$469,097 QoQ

Shares Held

46,709

+6.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#586

of 2,535 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $17,316,244 across 3 Tobacco names. MO ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	56,673	$10,252,712
2	BTI	British American Tobacco p.l.c.	59,955	$3,702,820
3	MO	Altria Group, Inc. This page	46,709	$3,360,712

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,360,712	46,709	+6.6%	Shares	Sole	2026-08-12
2026-03-31	$2,891,615	43,819	+63.4%	Shares	Sole	2026-04-27
2025-12-31	$1,546,614	26,823	+88.5%	Shares	Sole	2026-02-12
2025-09-30	$940,033	14,230	+87.0%	Shares	Sole	2025-11-14
2025-06-30	$446,232	7,611	-71.5%	Shares	Sole	2026-02-03
2025-03-31	$1,601,573	26,684	-4.9%	Shares	Sole	2026-02-03
2024-12-31	$1,467,675	28,068	-8.1%	Shares	Sole	2026-02-03
2024-09-30	$1,558,149	30,528	-5.1%	Shares	Sole	2026-02-03
2024-06-30	$1,465,389	32,171	-4.3%	Shares	Sole	2026-02-03
2024-03-31	$1,466,460	33,619	+132.5%	Shares	Sole	2026-02-03
2023-12-31	$583,356	14,461	-53.4%	Shares	Sole	2024-02-13
2023-09-30	$1,303,844	31,007	+7.3%	Shares	Sole	2023-10-11
2023-06-30	$1,308,490	28,885	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.