Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$262,473
+$35,864 QoQ
Shares Held
3,648
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,973
of 2,535 holders
Holding Since
Mar 2020
9 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, 2026tru Independence LLC holds $262,473 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
|
3,648 | $262,473 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,473 | 3,648 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $226,609 | 3,434 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $205,446 | 3,110 | Shares | Sole | 2025-10-23 | |
| 2022-03-31 | $236,588 | 4,528 | Shares | Sole | 2022-04-28 | |
| 2021-06-30 | $124,778 | 2,617 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $171,831 | 4,191 | Shares | Sole | 2021-03-09 | |
| 2020-09-30 | $63,369 | 1,640 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,384,700 | 35,279 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $1,298,461 | 33,578 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||