Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,535,877
+$683,275 QoQ
Shares Held
35,245
+25.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#671
of 2,535 holders
Holding Since
Sep 2023
12 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, 2026Compound Planning, Inc. holds $8,686,519 across 3 Tobacco names. MO ranks #2 (29.2% of the industry book) .
All Filings in MO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,535,877 | 35,245 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,852,602 | 28,074 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,485,839 | 25,769 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $5,621,838 | 85,102 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,314,640 | 73,591 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,225,908 | 20,425 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $917,741 | 17,551 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $590,328 | 11,566 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $396,968 | 8,715 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $259,669 | 5,953 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $224,048 | 5,554 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $366,381 | 8,713 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||