Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$514,154
+$43,976 QoQ
Shares Held
7,146
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#1,485
of 2,535 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Dynamic Financial Group holds $514,154 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
7,146 | $514,154 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,154 | 7,146 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $470,178 | 7,125 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $409,962 | 7,110 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $415,847 | 6,295 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $376,170 | 6,416 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $389,589 | 6,491 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||