Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$89,218
+$7,391 QoQ
Shares Held
1,240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#2,311
of 2,535 holders
Holding Since
Dec 2020
20 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, 2026IFS Advisors, LLC holds $168,275 across 2 Tobacco names. MO ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
1,240 | $89,218 | |
| 2 | PM |
Philip Morris International Inc.
|
437 | $79,057 |
All Filings in MO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,218 | 1,240 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $81,827 | 1,240 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $13,088 | 227 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $14,995 | 227 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,309 | 227 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $58,639 | 977 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $51,087 | 977 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,586 | 227 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $10,339 | 227 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,901 | 227 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $9,157 | 227 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $9,545 | 227 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $10,283 | 227 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,128 | 227 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,376 | 227 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $9,166 | 227 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,481 | 227 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $11,860 | 227 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,757 | 227 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $9,307 | 227 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||