Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$310,320
+$101,396 QoQ
Shares Held
4,313
+36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,845
of 2,535 holders
Holding Since
Sep 2025
3 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, 2026Waterfront Wealth Inc. holds $310,320 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
|
4,313 | $310,320 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,320 | 4,313 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $208,924 | 3,166 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $209,145 | 3,166 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||