Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,839,533
+$25,485 QoQ
Shares Held
81,161
-7.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#438
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Prospera Financial Services Inc holds $13,598,564 across 3 Tobacco names. MO ranks #2 (42.9% of the industry book) .
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,839,533 | 81,161 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,814,048 | 88,105 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,454,174 | 94,592 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,296,442 | 95,314 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,496,972 | 93,757 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,978,358 | 82,945 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,250,235 | 81,282 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,039,764 | 79,149 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,282,378 | 72,061 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,046,563 | 46,918 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,904,935 | 47,222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,881,611 | 44,747 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,012,044 | 44,416 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,120,297 | 47,519 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,228,773 | 48,759 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,780,959 | 44,105 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,820,670 | 43,588 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,626,294 | 50,264 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,316,612 | 48,884 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,367,449 | 52,009 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,522,701 | 52,909 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,652,901 | 51,855 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,061,901 | 123,461 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $183,810 | 4,757 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,412,025 | 137,886 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,085,672 | 79,795 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||