Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$210,885
+$17,469 QoQ
Shares Held
2,931
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,166
of 2,535 holders
Holding Since
Dec 2022
15 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, 2026Tanglewood Legacy Advisors, LLC holds $294,465 across 2 Tobacco names. MO ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
2,931 | $210,885 | |
| 2 | PM |
Philip Morris International Inc.
|
462 | $83,580 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,885 | 2,931 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $193,416 | 2,931 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $169,001 | 2,931 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $193,621 | 2,931 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $171,844 | 2,931 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $175,918 | 2,931 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $153,261 | 2,931 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $149,598 | 2,931 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $133,507 | 2,931 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $127,850 | 2,931 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $118,236 | 2,931 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $147,553 | 3,509 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $158,459 | 3,498 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $155,589 | 3,487 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $158,887 | 3,476 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||