Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,198,399
+$200,697 QoQ
Shares Held
16,656
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#968
of 2,535 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 2%
Shared 1%
None 97%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026GeoWealth Management, LLC holds $6,028,750 across 3 Tobacco names. MO ranks #2 (19.9% of the industry book) .
All Filings in MO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,399 | 16,656 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $997,702 | 15,119 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $529,549 | 9,184 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $484,219 | 7,330 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $407,126 | 6,944 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $354,718 | 5,910 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $509,775 | 9,749 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $543,678 | 10,652 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $479,003 | 10,516 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $348,131 | 7,981 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $266,445 | 6,605 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2 | 56 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2 | 51 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $5,356 | 171 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||