Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$269,236
New position
Shares Held
3,742
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,957
of 2,535 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Allied Private Wealth LLC holds $547,475 across 2 Tobacco names. MO ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,538 | $278,239 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,742 | $269,236 |
All Filings in MO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,236 | 3,742 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||