DIVERSIFY WEALTH MANAGEMENT, LLC

Position in MO — Altria Group, Inc.

CIK 2030780 SANDY, UT

Position in MO

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

Position Value

$6,646,453

+$630,277 QoQ

Shares Held

92,376

+1.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#398

of 2,535 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Defensive · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $23,031,222 across 3 Tobacco names. MO ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	76,367	$13,815,553
2	MO	Altria Group, Inc. This page	92,376	$6,646,453
3	BTI	British American Tobacco p.l.c.	41,600	$2,569,216

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,646,453	92,376	+1.3%	Shares	Sole	2026-07-30
2026-03-31	$6,016,176	91,168	+1427.1%	Shares	Sole	2026-05-01
2025-12-31	$344,230	5,970	+11.7%	Shares	Sole	2026-02-03
2025-09-30	$353,222	5,347	+3.0%	Shares	Sole	2025-11-12
2025-06-30	$304,406	5,192	+9.8%	Shares	Sole	2025-08-14
2025-03-31	$283,774	4,728	+10.5%	Shares	Sole	2025-05-01
2024-12-31	$223,801	4,280	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.