Michels Family Financial, LLC

Position in MO — Altria Group, Inc.

CIK 2053733 FORT WORTH, TX

Position in MO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,337,694

+$101,240 QoQ

Shares Held

18,592

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#922

of 2,535 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Michels Family Financial, LLC holds $2,724,851 across 3 Tobacco names. MO ranks #1 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	18,592	$1,337,694
2	BTI	British American Tobacco p.l.c.	17,387	$1,073,821
3	PM	Philip Morris International Inc.	1,732	$313,336

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,337,694	18,592	-0.8%	Shares	Sole	2026-08-14
2026-03-31	$1,236,454	18,737	-0.2%	Shares	Sole	2026-04-24
2025-12-31	$1,082,854	18,780	+3.1%	Shares	Sole	2026-02-19
2025-09-30	$1,203,811	18,223	-5.1%	Shares	Sole	2025-11-10
2025-06-30	$1,126,399	19,212	+0.0%	Shares	Sole	2025-07-17
2025-03-31	$1,152,984	19,210	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$982,790	18,795	—	Shares	Sole	2025-02-20
No filing history on record for this holder in this stock.