Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,052,412
+$70,217 QoQ
Shares Held
14,627
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,020
of 2,535 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026WealthPLAN Partners, LLC holds $1,052,412 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
|
14,627 | $1,052,412 |
All Filings in MO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,412 | 14,627 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $982,195 | 14,884 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $939,223 | 16,289 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $992,947 | 15,031 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $930,399 | 15,869 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,009,296 | 16,816 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $871,778 | 16,672 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $889,882 | 17,435 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $799,219 | 17,546 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $784,767 | 17,991 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $924,996 | 22,930 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,146,829 | 27,273 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $1,116,509 | 24,647 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,161,101 | 26,022 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,755,354 | 38,402 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $2,634,183 | 50,415 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $13,232,187 | 279,219 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $12,323,356 | 270,724 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $12,317,651 | 258,340 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $11,733,801 | 229,355 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $8,997,942 | 219,462 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $7,871,663 | 203,718 | Shares | Other | 2020-12-18 | |
| 2020-06-30 | $9,231,325 | 235,193 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $8,624,724 | 223,034 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||