PDS Planning, Inc

Position in MO — Altria Group, Inc.

CIK 838618 DUBLIN, OH

Position in MO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$894,122

+$99,009 QoQ

Shares Held

12,427

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,127

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

PDS Planning, Inc holds $2,583,475 across 3 Tobacco names. MO ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	6,211	$1,123,632
2	MO	Altria Group, Inc. This page	12,427	$894,122
3	BTI	British American Tobacco p.l.c.	9,160	$565,721

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$894,122	12,427	+3.1%	Shares	Sole	2026-08-05
2026-03-31	$795,113	12,049	+4.1%	Shares	Sole	2026-04-22
2025-12-31	$667,702	11,580	-1.1%	Shares	Sole	2026-01-26
2025-09-30	$773,694	11,712	+2.3%	Shares	Sole	2025-10-21
2025-06-30	$671,548	11,454	+15.0%	Shares	Sole	2025-07-24
2025-03-31	$597,799	9,960	+11.7%	Shares	Sole	2025-04-24
2024-12-31	$466,374	8,919	+1.7%	Shares	Sole	2025-02-10
2024-09-30	$447,569	8,769	+1.3%	Shares	Sole	2024-10-30
2024-06-30	$394,189	8,654	+11.5%	Shares	Sole	2024-08-08
2024-03-31	$338,534	7,761	-10.0%	Shares	Sole	2024-05-01
2023-12-31	$347,811	8,622	-10.6%	Shares	Sole	2024-02-01
2023-09-30	$405,740	9,649	-9.1%	Shares	Sole	2023-10-23
2023-06-30	$480,633	10,610	+4.2%	Shares	Sole	2023-07-21
2023-03-31	$454,186	10,179	+19.5%	Shares	Sole	2023-05-02
2022-12-31	$389,403	8,519	+18.2%	Shares	Sole	2023-01-27
2022-09-30	$291,059	7,208	-8.2%	Shares	Sole	2022-11-02
2022-06-30	$328,061	7,854	+5.0%	Shares	Sole	2022-07-15
2022-03-31	$390,830	7,480	+4.8%	Shares	Sole	2022-04-18
2021-12-31	$338,222	7,137	-11.0%	Shares	Sole	2022-01-25
2021-09-30	$364,933	8,017	+12.8%	Shares	Sole	2021-10-22
2021-06-30	$338,861	7,107	-3.6%	Shares	Sole	2021-07-26
2021-03-31	$376,998	7,369	+3.3%	Shares	Sole	2021-04-20
2020-12-31	$292,576	7,136	+11.8%	Shares	Sole	2021-01-21
2020-09-30	$246,639	6,383	+13.8%	Shares	Sole	2020-10-19
2020-06-30	$220,074	5,607	+6.4%	Shares	Sole	2020-08-11
2020-03-31	$203,868	5,272	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.