Nvest Wealth Strategies, Inc.

Position in MO — Altria Group, Inc.

CIK 2106942 POWELL, OH

Position in MO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$11,655

+$2,880 QoQ

Shares Held

162

+21.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,468

of 2,535 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $13,653 across 3 Tobacco names. MO ranks #1 (85.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	162	$11,655
2	PM	Philip Morris International Inc.	9	$1,628
3	BTI	British American Tobacco p.l.c.	6	$370

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,655	162	+21.8%	Shares	Sole	2026-07-10
2026-03-31	$8,775	133	+10.8%	Shares	Sole	2026-04-13
2025-12-31	$6,919	120	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.