SteelPeak Wealth, LLC

Position in MO — Altria Group, Inc.

CIK 1801868 WOODLAND HILLS, CA

Position in MO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,921,241

+$155,007 QoQ

Shares Held

40,601

-3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#627

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Consumer Defensive · as of Jun 30, 2026

SteelPeak Wealth, LLC holds $5,494,816 across 3 Tobacco names. MO ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	40,601	$2,921,241
2	PM	Philip Morris International Inc.	13,033	$2,357,800
3	UVV	Universal Corp /Va/	4,136	$215,775

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,921,241	40,601	-3.1%	Shares	Sole	2026-07-13
2026-03-31	$2,766,234	41,919	-17.9%	Shares	Sole	2026-05-05
2025-12-31	$2,944,869	51,073	-67.3%	Shares	Sole	2026-01-20
2025-09-30	$10,304,501	155,987	-9.0%	Shares	Sole	2025-10-21
2025-06-30	$10,053,344	171,471	+248.8%	Shares	Sole	2025-07-23
2025-03-31	$2,950,403	49,157	-69.8%	Shares	Sole	2025-05-01
2024-12-31	$8,500,210	162,559	-12.6%	Shares	Sole	2025-01-23
2024-09-30	$9,488,897	185,911	-2.1%	Shares	Sole	2024-10-25
2024-06-30	$8,647,986	189,857	+406.1%	Shares	Sole	2024-07-17
2024-03-31	$1,636,360	37,514	+47.1%	Shares	Sole	2024-04-18
2023-12-31	$1,029,033	25,509	-87.7%	Shares	Sole	2024-01-24
2023-09-30	$8,696,360	206,810	+577.7%	Shares	Sole	2023-11-03
2023-06-30	$1,382,465	30,518	+0.3%	Shares	Sole	2023-08-03
2023-03-31	$1,358,232	30,440	+15.5%	Shares	Sole	2023-05-08
2022-12-31	$1,204,184	26,344	+1.0%	Shares	Sole	2023-01-25
2022-09-30	$1,053,635	26,093	+17.9%	Shares	Sole	2022-10-26
2022-06-30	$924,537	22,134	-6.2%	Shares	Sole	2022-08-02
2022-03-31	$1,232,629	23,591	+9.2%	Shares	Sole	2022-05-10
2021-12-31	$1,023,387	21,595	-0.4%	Shares	Sole	2022-01-31
2021-09-30	$986,737	21,677	+1.8%	Shares	Sole	2021-11-15
2021-06-30	$1,015,059	21,289	-5.4%	Shares	Sole	2021-08-13
2021-03-31	$1,150,946	22,497	-4.0%	Shares	Sole	2021-05-18
2020-12-31	$960,917	23,437	-2.6%	Shares	Sole	2021-02-04
2020-09-30	$929,330	24,051	-41.1%	Shares	Sole	2020-10-26
2020-06-30	$1,603,480	40,853	-5.8%	Shares	Sole	2020-07-21
2020-03-31	$1,677,659	43,384	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.