Berger Financial Group, Inc

Position in MO — Altria Group, Inc.

CIK 1826136 Plymouth, MN

Position in MO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$529,120

+$39,277 QoQ

Shares Held

7,354

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,474

of 2,535 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Berger Financial Group, Inc holds $1,348,461 across 2 Tobacco names. MO ranks #2 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	4,529	$819,341
2	MO	Altria Group, Inc. This page	7,354	$529,120

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,120	7,354	-0.9%	Shares	Sole	2026-08-04
2026-03-31	$489,843	7,423	+0.2%	Shares	Sole	2026-04-28
2025-12-31	$427,087	7,407	-3.3%	Shares	Sole	2026-01-27
2025-09-30	$506,085	7,661	+0.4%	Shares	Sole	2025-10-14
2025-06-30	$447,581	7,634	-0.5%	Shares	Sole	2025-07-22
2025-03-31	$460,653	7,675	+0.3%	Shares	Sole	2025-05-12
2024-12-31	$400,227	7,654	+23.4%	Shares	Sole	2025-02-14
2024-09-30	$316,499	6,201	+2.0%	Shares	Sole	2024-11-12
2024-06-30	$277,035	6,082	-12.8%	Shares	Sole	2024-08-14
2024-03-31	$304,075	6,971	-7.5%	Shares	Sole	2024-04-16
2023-12-31	$304,042	7,537	+0.7%	Shares	Sole	2024-02-07
2023-09-30	$314,744	7,485	-5.3%	Shares	Sole	2023-11-03
2023-06-30	$358,141	7,906	+0.9%	Shares	Sole	2023-08-10
2023-03-31	$349,731	7,838	+4.4%	Shares	Sole	2023-04-24
2022-12-31	$343,190	7,508	-9.3%	Shares	Sole	2023-01-30
2022-09-30	$334,184	8,276	-2.9%	Shares	Sole	2022-10-27
2022-06-30	$355,880	8,520	-1.0%	Shares	Sole	2022-08-08
2022-03-31	$449,715	8,607	+13.4%	Shares	Sole	2022-05-10
2021-12-31	$359,784	7,592	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.