Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$236,643
+$19,602 QoQ
Shares Held
3,289
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,069
of 2,535 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026DT Investment Partners, LLC holds $570,421 across 2 Tobacco names. MO ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,845 | $333,778 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,289 | $236,643 |
All Filings in MO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,643 | 3,289 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $217,041 | 3,289 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $200,599 | 3,479 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $229,822 | 3,479 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $203,973 | 3,479 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $208,809 | 3,479 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $181,916 | 3,479 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $203,394 | 3,985 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $166,804 | 3,662 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $159,736 | 3,662 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $221,708 | 5,496 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $231,106 | 5,496 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $212,728 | 4,696 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $186,957 | 4,190 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $191,524 | 4,190 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $169,192 | 4,190 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $350,032 | 8,380 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $437,855 | 8,380 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $223,301 | 4,712 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $333,934 | 7,336 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||