Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$358,814
-$283,466 QoQ
Shares Held
4,987
-48.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,730
of 2,535 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Strategic Financial Concepts, LLC holds $358,814 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
|
4,987 | $358,814 |
All Filings in MO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,814 | 4,987 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $642,280 | 9,733 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $244,536 | 4,241 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $683,258 | 10,343 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $565,662 | 9,648 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $573,431 | 9,554 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $525,462 | 10,049 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $277,249 | 5,432 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $238,394 | 279,180 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $453,429 | 10,395 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $230,301 | 5,709 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $399,937 | 9,511 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $452,864 | 9,997 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $477,790 | 10,708 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||