Position in MO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$582,295
+$53,669 QoQ
Shares Held
8,824
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
All Filings in MO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582,295 | 8,824 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $528,626 | 9,168 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $604,449 | 9,150 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $541,154 | 9,230 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $546,842 | 9,111 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $474,897 | 9,082 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $511,420 | 10,020 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $436,551 | 9,584 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $417,007 | 9,560 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $426,635 | 10,576 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $441,651 | 10,503 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $479,862 | 10,593 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $469,402 | 10,520 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $480,594 | 10,514 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $422,617 | 10,466 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $456,128 | 10,920 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $561,426 | 10,745 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $499,680 | 10,544 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $498,261 | 10,946 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $580,885 | 12,183 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $681,758 | 13,326 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $562,069 | 13,709 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||