Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,654,562
+$1,415,085 QoQ
Shares Held
22,996
+533.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#823
of 2,535 holders
Holding Since
Mar 2023
14 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, 2026JSF Financial, LLC holds $1,654,562 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
|
22,996 | $1,654,562 |
All Filings in MO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,562 | 22,996 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $239,477 | 3,629 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $208,671 | 3,619 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $238,278 | 3,607 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $210,716 | 3,594 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $214,931 | 3,581 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $200,270 | 3,830 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $252,341 | 4,944 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $224,288 | 4,924 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $257,358 | 5,900 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $244,299 | 6,056 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $253,729 | 6,034 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $280,814 | 6,199 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $319,166 | 7,153 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||