Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,066,365
+$585,405 QoQ
Shares Held
42,618
+13.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#612
of 2,535 holders
Holding Since
Dec 2021
19 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, 2026WealthCare Investment Partners, LLC holds $3,066,365 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
|
42,618 | $3,066,365 |
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,066,365 | 42,618 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,480,960 | 37,596 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,877,697 | 32,565 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,867,318 | 28,267 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,342,685 | 22,901 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,244,574 | 20,736 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,041,250 | 19,913 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $995,943 | 19,513 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $867,499 | 19,045 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $816,261 | 18,713 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $749,073 | 18,569 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $781,919 | 18,595 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $807,155 | 17,818 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $709,368 | 15,898 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $440,461 | 9,636 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $243,329 | 6,026 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $246,443 | 5,900 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $303,415 | 5,807 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $238,087 | 5,024 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||