Concurrent Investment Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 2001015 Tampa, FL

Position in MO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,934,600

+$1,343,284 QoQ

Shares Held

151,975

+4.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#305

of 2,535 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $22,759,889 across 4 Tobacco names. MO ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	151,975	$10,934,600
2	PM	Philip Morris International Inc.	52,588	$9,513,694
3	BTI	British American Tobacco p.l.c.	28,311	$1,748,487
4	RYM	RYTHM, Inc.	22,100	$563,108

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,934,600	151,975	+4.6%	Shares	Sole	2026-07-27
2026-03-31	$9,591,316	145,345	+7.4%	Shares	Sole	2026-04-21
2025-12-31	$7,805,202	135,366	+12.5%	Shares	Sole	2026-01-29
2025-09-30	$7,950,254	120,349	-5.3%	Shares	Sole	2025-10-27
2025-06-30	$7,452,224	127,106	+11.3%	Shares	Sole	2025-07-25
2025-03-31	$6,855,004	114,212	+31.4%	Shares	Sole	2025-04-29
2024-12-31	$4,546,197	86,942	+3.6%	Shares	Sole	2025-02-03
2024-09-30	$4,282,562	83,906	+0.6%	Shares	Sole	2024-10-30
2024-06-30	$3,797,685	83,374	+45.1%	Shares	Sole	2024-07-30
2024-03-31	$2,507,059	57,475	-2.8%	Shares	Sole	2024-05-07
2023-12-31	$2,385,868	59,144	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.