Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,288,900
+$802,306 QoQ
Shares Held
73,508
+8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#466
of 2,535 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $10,979,528 across 3 Tobacco names. MO ranks #2 (48.2% of the industry book) .
All Filings in MO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,288,900 | 73,508 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,486,594 | 67,989 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,445,470 | 77,098 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,679,624 | 70,839 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,920,001 | 66,860 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,882,933 | 64,694 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,320,781 | 63,507 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,123,750 | 61,202 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,837,765 | 62,300 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,577,854 | 59,098 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $578,636 | 14,344 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $579,659 | 13,785 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $707,767 | 15,624 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $605,538 | 13,571 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||