Position in MO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$57,703
+$23,653 QoQ
Shares Held
802
+55.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,359
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $168,823 across 3 Tobacco names. MO ranks #2 (34.2% of the industry book) .
All Filings in MO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,703 | 802 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $34,050 | 516 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $36,325 | 630 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $23,253 | 352 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,005 | 273 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $16,385 | 273 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $14,275 | 273 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $13,933 | 273 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $12,435 | 273 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $30,403 | 697 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $27,310 | 677 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $16,988 | 404 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $17,938 | 396 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $17,357 | 389 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||