Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$414,503
+$34,335 QoQ
Shares Held
5,761
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,619
of 2,535 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026RIDGECREST WEALTH PARTNERS, LLC holds $1,311,997 across 2 Tobacco names. MO ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,961 | $897,494 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,761 | $414,503 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,503 | 5,761 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $380,168 | 5,761 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $332,179 | 5,761 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $379,911 | 5,751 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $337,181 | 5,751 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $345,175 | 5,751 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $279,803 | 5,351 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $298,635 | 5,851 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $257,403 | 5,651 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||