Alteri Wealth LLC

Position in MO — Altria Group, Inc.

CIK 2054980 WESTLAKE VILLAGE, CA

Position in MO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$397,164

+$71,636 QoQ

Shares Held

5,520

+11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,656

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

Alteri Wealth LLC holds $1,231,023 across 3 Tobacco names. MO ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	8,601	$531,197
2	MO	Altria Group, Inc. This page	5,520	$397,164
3	PM	Philip Morris International Inc.	1,673	$302,662

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,164	5,520	+11.9%	Shares	Sole	2026-07-29
2026-03-31	$325,528	4,933	-1.8%	Shares	Sole	2026-05-06
2025-12-31	$289,510	5,021	+11.8%	Shares	Sole	2026-02-11
2025-09-30	$296,609	4,490	+2.1%	Shares	Sole	2025-11-10
2025-06-30	$257,854	4,398	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$262,287	4,370	+4.8%	Shares	Sole	2025-05-07
2024-12-31	$218,049	4,170	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.