True Wealth Design, LLC

Position in MO — Altria Group, Inc.

CIK 1966033 AKRON, OH

Position in MO

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$34,512

+$8,220 QoQ

Shares Held

523

+14.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

True Wealth Design, LLC holds $260,100 across 5 Tobacco names. MO ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	1,144	$189,148
2	BTI	British American Tobacco p.l.c.	600	$35,082
3	MO	Altria Group, Inc. This page	523	$34,512
4	TPB	Turning Point Brands, Inc.	15	$1,301
5	ISPR	Ispire Technology Inc.	31	$57

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,512	523	+14.7%	Shares	Sole	2026-04-13
2025-12-31	$26,292	456	-49.1%	Shares	Sole	2026-01-08
2025-09-30	$59,123	895	+138.0%	Shares	Sole	2025-10-21
2025-06-30	$22,044	376	-7.8%	Shares	Sole	2025-08-06
2025-03-31	$24,488	408	-30.8%	Shares	Sole	2025-05-13
2024-12-31	$30,851	590	+3.1%	Shares	Sole	2025-02-14
2024-09-30	$29,194	572	+420.0%	Shares	Sole	2024-11-14
2024-06-30	$5,010	110	-88.8%	Shares	Sole	2024-08-14
2024-03-31	$42,965	985	0.0%	Shares	Sole	2024-05-14
2023-12-31	$39,734	985	0.0%	Shares	Sole	2024-02-14
2023-09-30	$41,419	985	0.0%	Shares	Sole	2023-11-13
2023-06-30	$44,620	985	0.0%	Shares	Sole	2023-08-14
2023-03-31	$43,950	985	+535.5%	Shares	Sole	2023-05-12
2022-12-31	$7,085	155	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.