Whipplewood Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 2052510 LITTLETON, CO

Position in MO

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

Position Value

$15,900

-$285,608 QoQ

Shares Held

221

-95.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,452

of 2,530 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $79,758 across 3 Tobacco names. MO ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	212	$38,352
2	BTI	British American Tobacco p.l.c.	413	$25,506
3	MO	Altria Group, Inc. This page	221	$15,900

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,900	221	-95.2%	Shares	Sole	2026-07-27
2026-03-31	$301,508	4,569	+49.8%	Shares	Sole	2026-04-30
2025-12-31	$175,863	3,050	+1.7%	Shares	Sole	2026-02-17
2025-09-30	$198,180	3,000	-44.9%	Shares	Sole	2025-11-06
2025-06-30	$319,473	5,449	-0.5%	Shares	Other	2025-07-31
2025-03-31	$216,490	5,477	-1.6%	Shares	Sole	2025-04-10
2024-12-31	$291,149	5,568	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.