Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$996,579
New position
Shares Held
13,851
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,054
of 2,535 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Fi3 FINANCIAL ADVISORS, LLC holds $1,639,272 across 2 Tobacco names. MO ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
13,851 | $996,579 | |
| 2 | PM |
Philip Morris International Inc.
|
38,097 | $642,693 |
All Filings in MO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,579 | 13,851 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||