Synergy Investment Management, LLC

Position in MO — Altria Group, Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in MO

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

Position Value

$206,854

+$77,186 QoQ

Shares Held

2,875

+46.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,183

of 2,535 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Synergy Investment Management, LLC holds $502,457 across 3 Tobacco names. MO ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	2,875	$206,854
2	PM	Philip Morris International Inc.	899	$162,636
3	BTI	British American Tobacco p.l.c.	2,153	$132,967

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,854	2,875	+46.3%	Shares	Sole	2026-08-14
2026-03-31	$129,668	1,965	+2629.2%	Shares	Sole	2026-05-15
2024-12-31	$3,764	72	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.