Position in MO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$214,071
+$5,982 QoQ
Shares Held
3,244
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,071 | 3,244 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $208,089 | 3,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $208,722 | 3,560 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $216,205 | 4,236 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $181,067 | 4,306 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $208,334 | 4,599 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $167,012 | 3,743 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $173,058 | 3,786 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $157,482 | 3,900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $160,355 | 3,839 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $213,336 | 4,083 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $188,470 | 3,977 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $160,002 | 3,515 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $185,141 | 3,883 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $198,654 | 3,883 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $165,164 | 4,208 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $166,590 | 4,308 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||