Optimist Retirement Group LLC

Pension

Position in MO — Altria Group, Inc.

CIK 2011850 BELLEVUE, WA

Position in MO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,521,847

+$191,543 QoQ

Shares Held

35,050

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#674

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

Optimist Retirement Group LLC holds $7,653,167 across 3 Tobacco names. MO ranks #3 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	14,389	$2,603,113
2	BTI	British American Tobacco p.l.c.	40,936	$2,528,207
3	MO	Altria Group, Inc. This page	35,050	$2,521,847

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,521,847	35,050	-0.7%	Shares	Sole	2026-08-10
2026-03-31	$2,330,304	35,313	-0.7%	Shares	Sole	2026-05-11
2025-12-31	$2,051,196	35,574	-0.0%	Shares	Sole	2026-02-09
2025-09-30	$2,350,216	35,577	+0.5%	Shares	Sole	2025-11-17
2025-06-30	$2,075,443	35,399	-9.4%	Shares	Sole	2025-08-15
2025-03-31	$2,344,201	39,057	-3.5%	Shares	Sole	2025-05-05
2024-12-31	$2,115,287	40,453	-0.5%	Shares	Sole	2025-01-27
2024-09-30	$2,075,898	40,672	-5.2%	Shares	Sole	2024-11-25
2024-06-30	$1,955,006	42,920	+5.1%	Shares	Sole	2024-08-12
2024-03-31	$1,780,655	40,822	+123.9%	Shares	Sole	2024-05-13
2023-12-31	$735,559	18,234	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.