Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$508,398
+$223,982 QoQ
Shares Held
7,066
+63.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,490
of 2,535 holders
Holding Since
Mar 2020
9 quarters on record
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $1,095,922 across 3 Tobacco names. MO ranks #1 (46.4% of the industry book) .
All Filings in MO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,398 | 7,066 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $284,416 | 4,310 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $248,514 | 4,310 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $284,718 | 4,310 | Shares | Sole | 2025-11-14 | |
| 2021-03-31 | $296,728 | 5,800 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $237,800 | 5,800 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $224,112 | 5,800 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $211,950 | 5,400 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $224,286 | 5,800 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||