Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$593,155
+$101,068 QoQ
Shares Held
8,244
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,389
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $1,394,094 across 3 Tobacco names. MO ranks #1 (42.5% of the industry book) .
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,155 | 8,244 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $492,087 | 7,457 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $569,161 | 9,871 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $545,787 | 8,262 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $457,665 | 7,806 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $306,522 | 5,107 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $204,140 | 3,904 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $210,029 | 4,115 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $197,687 | 4,340 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $146,650 | 3,362 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $176,447 | 4,374 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $193,387 | 4,599 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $209,829 | 4,632 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $321,754 | 7,211 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $424,188 | 9,280 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $379,168 | 9,390 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $386,288 | 9,248 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $456,874 | 8,744 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $418,690 | 8,835 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $397,890 | 8,741 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $415,197 | 8,708 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $295,397 | 5,774 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $367,442 | 8,962 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $280,603 | 7,262 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $267,017 | 6,803 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $349,886 | 9,048 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||