Naviter Wealth, LLC

Position in MO — Altria Group, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in MO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$244,917

+$33,815 QoQ

Shares Held

3,404

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,028

of 2,535 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

Naviter Wealth, LLC holds $4,840,151 across 3 Tobacco names. MO ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	51,914	$3,206,208
2	PM	Philip Morris International Inc.	7,678	$1,389,026
3	MO	Altria Group, Inc. This page	3,404	$244,917

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,917	3,404	+6.4%	Shares	Sole	2026-08-07
2026-03-31	$211,102	3,199	+1.1%	Shares	Sole	2026-04-10
2025-09-30	$208,947	3,163	-12.6%	Shares	Sole	2025-11-06
2025-06-30	$212,181	3,619	-14.9%	Shares	Sole	2025-07-28
2025-03-31	$255,145	4,251	+0.8%	Shares	Sole	2025-04-25
2024-12-31	$220,611	4,219	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.