Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$331,905
+$19,377 QoQ
Shares Held
4,613
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,790
of 2,535 holders
Holding Since
Mar 2023
10 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, 2026Buck Wealth Strategies, LLC holds $603,393 across 3 Tobacco names. MO ranks #1 (55.0% 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 | $331,905 | 4,613 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $312,528 | 4,736 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $268,234 | 4,652 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $314,049 | 4,754 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $392,586 | 6,696 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $319,186 | 5,318 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $584,769 | 13,406 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $91,753 | 2,182 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $120,271 | 2,655 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $126,408 | 2,833 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||