Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,035
+$72,542 QoQ
Shares Held
8,562
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,368
of 2,535 holders
Holding Since
Dec 2021
18 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, 2026Perennial Investment Advisors, LLC holds $1,628,118 across 3 Tobacco names. MO ranks #1 (37.8% of the industry book) .
All Filings in MO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,035 | 8,562 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $543,493 | 8,236 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $479,558 | 8,317 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $460,438 | 6,970 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $399,504 | 6,814 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $407,175 | 6,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $357,663 | 6,840 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $291,693 | 5,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $257,357 | 5,650 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $201,655 | 4,623 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $201,498 | 4,995 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $229,004 | 5,446 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $228,991 | 5,055 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $214,889 | 4,816 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $266,489 | 5,830 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $201,132 | 4,981 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $209,627 | 4,012 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $203,824 | 4,301 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||