Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$503
-$3,859 QoQ
Shares Held
7
-93.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,529
of 2,535 holders
Holding Since
Mar 2021
13 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, 2026Mascoma Wealth Management LLC holds $1,407 across 2 Tobacco names. MO ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5 | $904 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7 | $503 |
All Filings in MO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503 | 7 | Shares | Sole | 2026-07-24 | |
| 2024-03-31 | $4,362 | 100 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,034 | 100 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,205 | 100 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,530 | 100 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,924 | 200 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $9,142 | 200 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $8,076 | 200 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $8,354 | 200 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $20,900 | 400 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $18,956 | 400 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,104 | 200 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $5,116 | 100 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||