WEALTH EFFECTS LLC

Position in MO — Altria Group, Inc.

CIK 1907254 BOSTON, MA

Position in MO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$627,979

+$39,877 QoQ

Shares Held

8,728

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,354

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

WEALTH EFFECTS LLC holds $627,979 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	8,728	$627,979

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,979	8,728	-2.1%	Shares	Sole	2026-08-06
2026-03-31	$588,102	8,912	+5.7%	Shares	Sole	2026-04-21
2025-12-31	$485,958	8,428	-2.6%	Shares	Sole	2026-01-26
2025-09-30	$571,617	8,653	-8.0%	Shares	Sole	2025-10-28
2025-06-30	$551,297	9,403	-6.2%	Shares	Sole	2025-07-15
2025-03-31	$601,700	10,025	-20.9%	Shares	Sole	2025-04-23
2024-12-31	$662,775	12,675	+2.6%	Shares	Sole	2025-01-22
2024-09-30	$630,344	12,350	+1.6%	Shares	Sole	2024-10-21
2024-06-30	$553,432	12,150	+3.4%	Shares	Sole	2024-08-02
2024-03-31	$512,535	11,750	+2.0%	Shares	Sole	2024-04-22
2023-12-31	$464,918	11,525	+4.1%	Shares	Sole	2024-01-29
2023-09-30	$465,703	11,075	+12.2%	Shares	Sole	2023-10-16
2023-06-30	$447,337	9,875	+1.8%	Shares	Sole	2023-07-18
2023-03-31	$432,814	9,700	+9.0%	Shares	Sole	2023-05-04
2022-12-31	$406,819	8,900	-0.3%	Shares	Sole	2023-02-02
2022-09-30	$360,391	8,925	+9.2%	Shares	Sole	2022-11-14
2022-06-30	$341,469	8,175	+19.8%	Shares	Sole	2022-08-03
2022-03-31	$356,606	6,825	+5.4%	Shares	Sole	2022-05-16
2021-12-31	$306,850	6,475	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.