Position in MO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$76,554
+$6,341 QoQ
Shares Held
1,064
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,330
of 2,535 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $337,607 across 2 Tobacco names. MO ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,443 | $261,053 | |
| 2 | MO |
Altria Group, Inc.
This page
|
1,064 | $76,554 |
All Filings in MO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,554 | 1,064 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $70,213 | 1,064 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $61,350 | 1,064 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $70,287 | 1,064 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $62,382 | 1,064 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $57,139 | 952 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $49,675 | 950 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $48,488 | 950 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $38,717 | 850 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $37,077 | 850 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $34,289 | 850 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $35,742 | 850 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $38,505 | 850 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||