Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$230,240
+$19,072 QoQ
Shares Held
3,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,090
of 2,535 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Edge Wealth Management LLC holds $230,240 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
|
3,200 | $230,240 |
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,240 | 3,200 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $211,168 | 3,200 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $211,392 | 3,200 | Shares | Sole | 2025-10-14 | |
| 2021-12-31 | $145,108 | 3,062 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $139,382 | 3,062 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $143,040 | 3,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $153,480 | 3,000 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $123,000 | 3,000 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $15,700 | 400 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $15,468 | 400 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||