Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$394,429
+$66,525 QoQ
Shares Held
5,482
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,664
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026Intergy Private Wealth, LLC holds $863,166 across 2 Tobacco names. MO ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,591 | $468,737 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,482 | $394,429 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,429 | 5,482 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $327,904 | 4,969 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $260,969 | 4,526 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $359,762 | 5,446 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $314,198 | 5,359 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $268,649 | 4,476 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $210,048 | 4,017 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||