Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,093,096
+$161,372 QoQ
Shares Held
29,091
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#742
of 2,535 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $2,733,397 across 3 Tobacco names. MO ranks #1 (76.6% of the industry book) .
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,093,096 | 29,091 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,931,724 | 29,273 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,686,612 | 29,251 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,769,235 | 41,920 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,534,868 | 43,235 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,268,642 | 21,137 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $523,004 | 10,002 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $482,634 | 9,456 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $318,302 | 6,988 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $30,752 | 705 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $56,878 | 1,410 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $29,645 | 705 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $22,411 | 580 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||