Position in MO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$314,772
+$7,560 QoQ
Shares Held
4,770
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $314,772 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
4,770 | $314,772 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,772 | 4,770 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $307,212 | 5,328 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $507,605 | 7,684 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $443,125 | 7,558 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $581,353 | 9,686 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $453,511 | 8,673 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $374,123 | 7,330 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||