IEQ CAPITAL, LLC

Position in MO — Altria Group, Inc.

CIK 1779789 Foster City, CA

Position in MO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,886,001

+$8,796,375 QoQ

Shares Held

137,401

+732.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#327

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Consumer Defensive · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $43,977,386 across 5 Tobacco names. MO ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	163,197	$29,523,968
2	MO	Altria Group, Inc. This page	137,401	$9,886,001
3	BTI	British American Tobacco p.l.c.	59,343	$3,665,022
4	RYM	RYTHM, Inc.	34,897	$889,175
5	ISPR	Ispire Technology Inc.	11,804	$13,220

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,886,001	137,401	+732.1%	Shares	Sole	2026-08-11
2026-03-31	$1,089,626	16,512	-89.2%	Shares	Sole	2026-05-15
2025-12-31	$8,804,047	152,689	-21.4%	Shares	Sole	2026-02-13
2025-09-30	$12,840,544	194,377	+1112.1%	Shares	Sole	2025-11-14
2025-06-30	$940,189	16,036	-42.2%	Shares	Sole	2025-08-14
2025-03-31	$1,665,554	27,750	-41.7%	Shares	Other	2025-05-14
2024-12-31	$2,488,847	47,597	-36.7%	Shares	Sole	2025-02-03
2024-09-30	$3,838,463	75,205	+14.4%	Shares	Other	2024-11-14
2024-06-30	$2,994,729	65,746	+7.1%	Shares	Other	2024-08-12
2024-03-31	$2,677,481	61,382	+17.9%	Shares	Sole	2024-05-09
2023-12-31	$2,099,656	52,049	+17.1%	Shares	Other	2024-02-07
2023-09-30	$1,868,995	44,447	-3.3%	Shares	Sole	2023-11-06
2023-06-30	$2,083,120	45,985	-21.1%	Shares	Sole	2023-08-08
2023-03-31	$2,600,274	58,276	+43.5%	Shares	Other	2023-05-02
2022-12-31	$1,856,100	40,606	+11.3%	Shares	Other	2023-02-06
2022-09-30	$1,473,264	36,485	+91.6%	Shares	Other	2022-11-04
2022-06-30	$795,342	19,041	-38.1%	Shares	Other	2022-07-27
2022-03-31	$1,607,784	30,771	+48.6%	Shares	Other	2022-04-26
2021-12-31	$981,636	20,714	-29.4%	Shares	Other	2022-01-31
2021-09-30	$1,336,466	29,360	+60.1%	Shares	Other	2021-11-09
2021-06-30	$874,498	18,341	+49.2%	Shares	Other	2021-07-29
2021-03-31	$628,909	12,293	+16.4%	Shares	Other	2021-05-04
2020-12-31	$432,919	10,559	+12.0%	Shares	Other	2021-02-03
2020-09-30	$364,375	9,430	+81.6%	Shares	Other	2020-11-03
2020-06-30	$203,786	5,192	-43.7%	Shares	Other	2020-07-31
2020-03-31	$356,652	9,223	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.