Bruce G. Allen Investments, LLC

Position in MO — Altria Group, Inc.

CIK 2005409 DENVER, CO

Position in MO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$78,569

+$12,250 QoQ

Shares Held

1,092

+8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,326

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

Bruce G. Allen Investments, LLC holds $472,864 across 3 Tobacco names. MO ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	1,451	$262,500
2	BTI	British American Tobacco p.l.c.	2,134	$131,795
3	MO	Altria Group, Inc. This page	1,092	$78,569

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,569	1,092	+8.7%	Shares	Sole	2026-07-31
2026-03-31	$66,319	1,005	-7.3%	Shares	Sole	2026-05-08
2025-12-31	$62,503	1,084	+34.8%	Shares	Sole	2026-02-10
2025-09-30	$53,112	804	-1.0%	Shares	Sole	2025-10-30
2025-06-30	$47,607	812	+4.1%	Shares	Sole	2025-07-09
2025-03-31	$46,815	780	-10.4%	Shares	Sole	2025-04-14
2024-12-31	$45,544	871	0.0%	Shares	Sole	2025-01-10
2024-09-30	$44,455	871	0.0%	Shares	Sole	2024-10-08
2024-06-30	$39,674	871	+16.6%	Shares	Sole	2024-07-12
2024-03-31	$32,584	747	-21.8%	Shares	Sole	2024-04-10
2023-12-31	$38,524	955	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.