White Lighthouse Investment Management Inc.
Position in MO — Altria Group, Inc.
CIK 1727593
BEDFORD, MA
Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$662,155
+$54,916 QoQ
Shares Held
9,203
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,320
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026White Lighthouse Investment Management Inc. holds $2,766,706 across 3 Tobacco names. MO ranks #2 (23.9% of the industry book) .
All Filings in MO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,155 | 9,203 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $607,239 | 9,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $530,068 | 9,193 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $607,157 | 9,191 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $550,594 | 9,391 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $564,007 | 9,397 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $495,081 | 9,468 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $483,246 | 9,468 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||