Gladstone Institutional Advisory LLC

Position in MO — Altria Group, Inc.

CIK 1766530 Bedminster, NJ

Position in MO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$953,337

+$120,082 QoQ

Shares Held

13,250

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,078

of 2,530 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $5,521,117 across 4 Tobacco names. MO ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	21,244	$3,843,252
2	MO	Altria Group, Inc. This page	13,250	$953,337
3	TPB	Turning Point Brands, Inc.	5,550	$470,695
4	BTI	British American Tobacco p.l.c.	4,110	$253,833

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,337	13,250	+4.9%	Shares	Sole	2026-07-27
2026-03-31	$833,255	12,627	+2.1%	Shares	Sole	2026-05-14
2025-12-31	$712,908	12,364	+2.1%	Shares	Sole	2026-02-17
2025-09-30	$800,118	12,112	+4.6%	Shares	Sole	2025-10-22
2025-06-30	$679,169	11,584	+2.2%	Shares	Sole	2025-08-12
2025-03-31	$680,326	11,335	-2.7%	Shares	Sole	2025-05-15
2024-12-31	$609,335	11,653	+2.0%	Shares	Sole	2025-01-29
2024-09-30	$582,927	11,421	+9.6%	Shares	Sole	2024-10-28
2024-06-30	$474,722	10,422	+1.1%	Shares	Sole	2024-08-02
2024-03-31	$449,504	10,305	-30.0%	Shares	Sole	2024-05-14
2023-12-31	$594,127	14,728	+7.1%	Shares	Sole	2024-02-09
2023-09-30	$578,355	13,754	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$622,014	13,731	-2.9%	Shares	Sole	2023-08-10
2023-03-31	$631,060	14,143	-7.7%	Shares	Sole	2023-05-12
2022-12-31	$700,231	15,319	+13.2%	Shares	Sole	2023-02-01
2022-09-30	$546,543	13,535	+8.3%	Shares	Sole	2023-01-30
2022-06-30	$522,125	12,500	-0.8%	Shares	Sole	2023-01-30
2022-03-31	$658,297	12,599	+5.8%	Shares	Sole	2023-01-30
2021-12-31	$564,177	11,905	+4.7%	Shares	Sole	2023-01-30
2021-09-30	$517,516	11,369	+17.3%	Shares	Sole	2023-01-30
2021-06-30	$461,971	9,689	+130.6%	Shares	Sole	2023-01-30
2021-03-31	$214,923	4,201	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.