BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Position in MO — Altria Group, Inc.
CIK 1851395
Boca Raton, FL
Position in MO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$596,393
+$115,392 QoQ
Shares Held
8,289
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,387
of 2,535 holders
Holding Since
Dec 2020
22 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, 2026BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds $892,723 across 2 Tobacco names. MO ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
8,289 | $596,393 | |
| 2 | PM |
Philip Morris International Inc.
|
1,638 | $296,330 |
All Filings in MO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,393 | 8,289 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $481,001 | 7,289 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $420,283 | 7,289 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $491,948 | 7,447 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $464,584 | 7,924 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $405,855 | 6,762 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $344,434 | 6,587 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $336,200 | 6,587 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $319,578 | 7,016 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $304,031 | 6,970 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $295,772 | 7,332 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $297,293 | 7,070 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $291,369 | 6,432 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $286,995 | 6,432 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $289,618 | 6,336 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $258,430 | 6,187 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $284,919 | 5,453 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $258,417 | 5,453 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $252,271 | 5,542 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $304,913 | 6,395 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $277,798 | 5,430 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $221,072 | 5,392 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||