Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,299,267
+$618,886 QoQ
Shares Held
45,855
+12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#591
of 2,535 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Simplicity Wealth,LLC holds $6,796,906 across 3 Tobacco names. MO ranks #1 (48.5% of the industry book) .
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,299,267 | 45,855 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,680,381 | 40,618 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,427,774 | 42,105 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,203,777 | 48,498 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,318,288 | 39,541 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,497,245 | 58,268 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,207,899 | 23,100 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,232,564 | 24,149 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,559,226 | 56,185 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,105,624 | 48,272 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||