Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$521,493
+$44,452 QoQ
Shares Held
7,248
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,479
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026EPG Wealth Management LLC holds $521,493 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
7,248 | $521,493 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,493 | 7,248 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $477,041 | 7,229 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $415,555 | 7,207 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $453,964 | 6,872 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $401,674 | 6,851 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $409,276 | 6,819 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $355,415 | 6,797 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $343,652 | 6,733 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $328,469 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $313,584 | 7,189 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $310,698 | 7,702 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $321,724 | 7,651 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $345,457 | 7,626 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $339,290 | 7,604 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $330,529 | 7,231 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $290,978 | 7,206 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $300,493 | 7,194 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $453,216 | 8,674 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $361,822 | 7,635 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $347,181 | 7,627 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $331,042 | 6,943 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $327,475 | 6,401 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $260,104 | 6,344 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $251,662 | 6,513 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $254,654 | 6,488 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $197,217 | 5,100 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||