Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$743,027
+$66,102 QoQ
Shares Held
10,327
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,238
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026CVA Family Office, LLC holds $2,226,850 across 2 Tobacco names. MO ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
8,202 | $1,483,823 | |
| 2 | MO |
Altria Group, Inc.
This page
|
10,327 | $743,027 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,027 | 10,327 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $676,925 | 10,258 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $551,979 | 9,573 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $646,198 | 9,782 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $597,908 | 10,198 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $595,758 | 9,926 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $527,972 | 10,097 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $507,184 | 9,937 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $421,519 | 9,254 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $386,560 | 8,862 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $324,494 | 8,044 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $316,594 | 7,529 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $382,513 | 8,444 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $363,831 | 8,154 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $379,575 | 8,304 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $329,460 | 8,159 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $262,900 | 6,294 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $392,606 | 7,514 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $270,312 | 5,704 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $239,617 | 5,264 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $334,665 | 7,019 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $356,534 | 6,969 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $162,524 | 3,964 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $203,400 | 5,264 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $198,762 | 5,064 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $49,497 | 1,280 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||