Dogwood Wealth Management LLC

Position in MO — Altria Group, Inc.

CIK 2056922 LENEXA, KS

Position in MO

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$141,453

+$1,423 QoQ

Shares Held

1,966

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,257

of 2,535 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $187,557 across 3 Tobacco names. MO ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	1,966	$141,453
2	PM	Philip Morris International Inc.	247	$44,684
3	BTI	British American Tobacco p.l.c.	23	$1,420

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,453	1,966	-7.4%	Shares	Sole	2026-07-06
2026-03-31	$140,030	2,122	+6.5%	Shares	Sole	2026-05-12
2025-12-31	$114,916	1,993	-48.3%	Shares	Sole	2026-02-04
2025-09-30	$254,463	3,852	+656.8%	Shares	Sole	2025-11-12
2025-06-30	$29,842	509	+30.8%	Shares	Sole	2025-07-18
2025-03-31	$23,347	389	+4.9%	Shares	Sole	2025-04-30
2024-12-31	$19,399	371	+1.9%	Shares	Sole	2025-03-04
2024-09-30	$18,578	364	+2.0%	Shares	Sole	2025-02-28
2024-06-30	$16,261	357	+2.3%	Shares	Sole	2025-03-04
2024-03-31	$15,223	349	+2.3%	Shares	Sole	2025-02-28
2023-12-31	$13,755	341	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.