Cooper Financial Group

Position in MO — Altria Group, Inc.

CIK 1751581 IRVINE, CA

Position in MO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$242,327

+$40,596 QoQ

Shares Held

3,368

+10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,047

of 2,535 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cooper Financial Group holds $2,143,211 across 3 Tobacco names. MO ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	9,079	$1,642,481
2	BTI	British American Tobacco p.l.c.	4,184	$258,403
3	MO	Altria Group, Inc. This page	3,368	$242,327

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,327	3,368	+10.2%	Shares	Sole	2026-07-08
2026-03-31	$201,731	3,057	-37.9%	Shares	Sole	2026-04-07
2021-09-30	$224,140	4,924	+1.9%	Shares	Sole	2021-10-06
2021-06-30	$230,342	4,831	+0.3%	Shares	Sole	2021-07-12
2021-03-31	$246,488	4,818	-46.5%	Shares	Sole	2021-05-17
2020-12-31	$369,164	9,004	+57.4%	Shares	Sole	2021-02-16
2020-09-30	$221,059	5,721	+2.7%	Shares	Sole	2020-10-09
2020-06-30	$218,622	5,570	+6.6%	Shares	Sole	2020-07-15
2020-03-31	$202,089	5,226	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.