Position in MO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$414,216
+$34,180 QoQ
Shares Held
5,757
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,620
of 2,535 holders
Holding Since
Jun 2022
17 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, 2026TrueWealth Advisors, LLC holds $414,216 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
|
5,757 | $414,216 |
All Filings in MO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,216 | 5,757 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $380,036 | 5,759 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $332,121 | 5,760 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $374,295 | 5,666 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $327,272 | 5,582 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $334,971 | 5,581 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $282,784 | 5,408 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $276,126 | 5,410 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $245,560 | 5,391 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $246,758 | 5,657 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $207,468 | 5,143 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $216,052 | 5,138 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $309,489 | 6,832 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $330,678 | 7,411 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $365,817 | 8,003 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $320,092 | 7,927 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $270,586 | 6,478 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||