Position in ISPR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,927
-$482 QoQ
Shares Held
2,678
+38.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ISPR Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $68,003,672 across 6 Tobacco names. ISPR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
505,960 | $33,388,300 | |
| 2 | PM |
Philip Morris International Inc.
|
201,295 | $33,282,115 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
17,888 | $1,045,911 | |
| 4 | TPB |
Turning Point Brands, Inc.
|
2,475 | $214,805 | |
| 5 | UVV |
Universal Corp /Va/
|
1,283 | $67,614 | |
| 6 | ISPR |
Ispire Technology Inc.
This page
|
2,678 | $4,927 |
All Filings in ISPR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,927 | 2,678 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,409 | 1,932 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,705 | 1,838 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2 | 933 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3 | 926 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $950 | 189 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $440 | 71 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $368 | 46 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $12 | 2 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||