PEAK FINANCIAL ADVISORS LLC

Position in MO — Altria Group, Inc.

CIK 1843309 DENVER, CO

Position in MO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$692,087

+$45,320 QoQ

Shares Held

9,619

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,292

of 2,535 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

PEAK FINANCIAL ADVISORS LLC holds $692,087 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	9,619	$692,087

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$692,087	9,619	-1.9%	Shares	Sole	2026-07-17
2026-03-31	$646,767	9,801	-0.3%	Shares	Sole	2026-04-22
2025-12-31	$566,797	9,830	-2.1%	Shares	Sole	2026-01-12
2025-09-30	$663,308	10,041	+0.0%	Shares	Sole	2025-10-08
2025-06-30	$588,645	10,040	-0.3%	Shares	Sole	2025-07-07
2025-03-31	$604,161	10,066	+1.1%	Shares	Sole	2025-04-10
2024-12-31	$520,390	9,952	+0.3%	Shares	Sole	2025-01-14
2024-09-30	$506,316	9,920	-5.3%	Shares	Sole	2024-10-10
2024-06-30	$477,136	10,475	+0.8%	Shares	Sole	2024-07-12
2024-03-31	$453,211	10,390	+0.3%	Shares	Sole	2024-04-12
2023-12-31	$417,841	10,358	+14.7%	Shares	Sole	2024-01-10
2023-09-30	$379,711	9,030	+7.0%	Shares	Sole	2023-10-10
2023-06-30	$382,377	8,441	+41.9%	Shares	Sole	2023-07-11
2023-03-31	$265,444	5,949	-7.7%	Shares	Sole	2023-04-19
2022-12-31	$294,509	6,443	-9.8%	Shares	Sole	2023-01-12
2022-09-30	$288,393	7,142	-21.2%	Shares	Sole	2022-10-26
2022-06-30	$378,519	9,062	+17.0%	Shares	Sole	2022-07-14
2022-03-31	$404,571	7,743	-12.0%	Shares	Sole	2022-04-22
2021-09-30	$400,439	8,797	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.