Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$53,314
+$4,416 QoQ
Shares Held
741
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,366
of 2,535 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $53,314 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
|
741 | $53,314 |
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,314 | 741 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $48,898 | 741 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,726 | 741 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $48,950 | 741 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $43,444 | 741 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,474 | 741 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $37,820 | 741 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $33,752 | 741 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $32,322 | 741 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,891 | 741 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||