Heritage Family Offices, LLP
Family OfficePosition in MO — Altria Group, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$709,930
+$107,574 QoQ
Shares Held
9,867
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,273
of 2,535 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Heritage Family Offices, LLP holds $1,770,062 across 2 Tobacco names. MO ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,860 | $1,060,132 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,867 | $709,930 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,930 | 9,867 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $602,356 | 9,128 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $446,461 | 7,743 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $497,431 | 7,530 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $441,483 | 7,530 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $451,950 | 7,530 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $393,743 | 7,530 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $362,894 | 7,110 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $323,860 | 7,110 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||