Plan Group Financial, LLC

Position in MO — Altria Group, Inc.

CIK 1940033 OKLAHOMA CITY, OK

Position in MO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,036,107

+$702,095 QoQ

Shares Held

56,096

+11.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#537

of 2,535 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Plan Group Financial, LLC holds $9,371,061 across 3 Tobacco names. MO ranks #2 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	23,686	$4,285,034
2	MO	Altria Group, Inc. This page	56,096	$4,036,107
3	BTI	British American Tobacco p.l.c.	17,000	$1,049,920

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,036,107	56,096	+11.0%	Shares	Sole	2026-08-03
2026-03-31	$3,334,012	50,523	+13.1%	Shares	Sole	2026-04-13
2025-12-31	$2,575,845	44,673	+11.7%	Shares	Sole	2026-02-03
2025-09-30	$2,642,664	40,004	+12.6%	Shares	Sole	2025-10-27
2025-06-30	$2,083,123	35,530	+11.2%	Shares	Sole	2025-08-13
2025-03-31	$1,916,918	31,938	+36.3%	Shares	Sole	2025-05-09
2024-12-31	$1,225,468	23,436	+10.4%	Shares	Sole	2025-01-31
2024-09-30	$1,083,221	21,223	+8.6%	Shares	Sole	2024-10-22
2024-06-30	$890,183	19,543	+70.5%	Shares	Sole	2024-08-05
2024-03-31	$499,972	11,462	+48.2%	Shares	Sole	2024-04-26
2023-12-31	$311,989	7,734	+8.2%	Shares	Sole	2024-01-29
2023-09-30	$300,573	7,148	-7.0%	Shares	Sole	2023-11-13
2023-06-30	$348,311	7,689	+48.5%	Shares	Sole	2023-08-10
2022-06-30	$216,326	5,179	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.