Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$270,316
+$21,402 QoQ
Shares Held
3,757
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,953
of 2,535 holders
Holding Since
Mar 2022
5 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, 2026Wellspring Financial Advisors, LLC holds $708,299 across 2 Tobacco names. MO ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,421 | $437,983 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,757 | $270,316 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,316 | 3,757 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $248,914 | 3,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $277,978 | 4,821 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $222,027 | 3,361 | Shares | Sole | 2025-11-13 | |
| 2022-03-31 | $134,961 | 2,583 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||