Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,302
-$2,916 QoQ
Shares Held
32
-59.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,508
of 2,535 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $5,548 across 3 Tobacco names. MO ranks #1 (41.5% of the industry book) .
All Filings in MO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,302 | 32 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $5,218 | 79 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,631 | 79 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,741 | 79 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,130 | 79 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,032 | 79 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,598 | 79 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,445 | 79 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,186 | 79 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,321 | 79 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,578 | 79 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,524 | 79 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,611 | 79 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||