Position in MO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$151,711
+$16,210 QoQ
Shares Held
2,299
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
All Filings in MO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,711 | 2,299 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $135,501 | 2,350 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $144,539 | 2,188 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $210,071 | 3,583 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $215,051 | 3,583 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $187,355 | 3,583 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $260,150 | 5,097 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $518,267 | 11,378 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $496,308 | 11,378 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $430,427 | 10,670 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $541,057 | 12,867 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $749,397 | 16,543 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $738,148 | 16,543 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $756,180 | 16,543 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $629,645 | 15,593 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $651,319 | 15,593 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $814,734 | 15,593 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $738,952 | 15,593 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $709,793 | 15,593 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $939,915 | 19,713 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,048,063 | 20,486 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,018,276 | 24,836 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,212,832 | 31,388 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,387,840 | 35,359 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,186,704 | 30,688 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||