Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$281,972
+$41,043 QoQ
Shares Held
3,919
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,924
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026Vertex Planning Partners, LLC holds $281,972 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
|
3,919 | $281,972 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,972 | 3,919 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $240,929 | 3,651 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $210,459 | 3,650 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $268,599 | 4,066 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $224,435 | 3,828 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $229,576 | 3,825 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $200,532 | 3,835 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||