RETIREMENT GUYS FORMULA LLC

Pension

Position in MO — Altria Group, Inc.

CIK 1933059 MAUMEE, OH

Position in MO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,655,929

+$246,647 QoQ

Shares Held

23,015

+7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#822

of 2,535 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

RETIREMENT GUYS FORMULA LLC holds $3,009,090 across 2 Tobacco names. MO ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	23,015	$1,655,929
2	BTI	British American Tobacco p.l.c.	21,910	$1,353,161

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,655,929	23,015	+7.8%	Shares	Sole	2026-07-30
2026-03-31	$1,409,282	21,356	+55.0%	Shares	Sole	2026-04-22
2025-09-30	$910,306	13,780	-38.0%	Shares	Sole	2025-10-21
2025-06-30	$1,302,641	22,218	+1.4%	Shares	Sole	2025-07-15
2025-03-31	$1,314,738	21,905	+15.4%	Shares	Sole	2025-04-23
2024-12-31	$992,987	18,990	+19.2%	Shares	Sole	2025-01-29
2024-09-30	$813,016	15,929	+5.9%	Shares	Sole	2024-10-21
2024-06-30	$685,299	15,045	-15.0%	Shares	Sole	2024-08-01
2024-03-31	$772,422	17,708	+36.2%	Shares	Sole	2024-04-19
2023-12-31	$524,500	13,002	-0.8%	Shares	Sole	2024-01-22
2023-09-30	$550,981	13,103	+8.0%	Shares	Sole	2023-10-13
2023-06-30	$549,806	12,137	+7.2%	Shares	Sole	2023-07-17
2023-03-31	$505,009	11,318	+2.4%	Shares	Sole	2023-04-18
2022-12-31	$505,278	11,054	+20.8%	Shares	Sole	2023-02-14
2022-09-30	$369,436	9,149	+28.7%	Shares	Sole	2022-12-16
2022-06-30	$296,942	7,109	+43.8%	Shares	Sole	2022-07-22
2022-03-31	$258,324	4,944	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.