Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$285,929
+$18,868 QoQ
Shares Held
3,974
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,916
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026River Wealth Advisors LLC holds $285,929 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
|
3,974 | $285,929 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,929 | 3,974 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $267,061 | 4,047 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $257,567 | 4,467 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||