Position in MO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$423,061
-$73,218 QoQ
Shares Held
6,411
-25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
All Filings in MO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $423,061 | 6,411 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $496,279 | 8,607 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $428,927 | 6,493 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,527 | 3,659 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $454,975 | 8,701 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $440,577 | 8,632 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $345,252 | 7,915 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $321,640 | 7,649 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $339,795 | 7,501 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $314,660 | 7,052 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $343,236 | 7,509 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $284,840 | 7,054 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $289,967 | 6,942 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $375,677 | 7,190 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $378,598 | 7,989 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $431,529 | 9,480 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $449,765 | 9,433 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $158,800 | 3,104 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $68,101 | 1,661 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $99,536 | 2,576 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $103,423 | 2,635 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $150,039 | 3,880 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||